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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$17.1M +$2.17M +43,298 +15%
AWS
127
Atria Wealth Solutions
New York
$17M +$2.73M +54,533 +19%
FHA
128
First Horizon Advisors
Tennessee
$16.8M +$2.8M +56,029 +20%
FPCP
129
Fort Point Capital Partners
California
$16.5M -$4.87M -97,273 -23%
GAG
130
Goodman Advisory Group
Massachusetts
$16.5M -$1.96M -39,136 -11%
UA
131
Unison Advisors
District of Columbia
$16.3M -$265K -5,294 -2%
LEA
132
Legacy Edge Advisors
New York
$16.2M +$2.59M +51,727 +19%
LRIA
133
Leonard Rickey Investment Advisors
Washington
$16.1M -$959K -19,166 -6%
HCM
134
Hengehold Capital Management
Ohio
$16M -$158K -3,156 -1%
SP
135
Stairway Partners
Illinois
$15.7M +$155K +3,090 +1%
APC
136
Aspire Private Capital
North Carolina
$15.6M +$592K +11,833 +4%
BCP
137
Blue Chip Partners
Michigan
$15.5M +$1.07M +21,400 +7%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$15.5M
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$15.3M +$8.42M +168,330 +123%
SLWA
140
San Luis Wealth Advisors
California
$15.3M +$15.2M +304,708 New
NA
141
NewEdge Advisors
Louisiana
$15.3M +$8.82M +176,316 +138%
AA
142
Atmos Advisory
Pennsylvania
$15.2M +$540K +10,792 +4%
ERIM
143
Eagle Ridge Investment Management
Connecticut
$15M +$494K +9,864 +3%
CWM
144
Cahaba Wealth Management
Georgia
$15M +$447K +8,926 +3%
Empower Advisory Group
145
Empower Advisory Group
Colorado
$15M +$899K +17,976 +6%
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$14.9M +$345K +6,888 +2%
MWP
147
Moller Wealth Partners
$14.8M +$713K +14,250 +5%
AC
148
Apella Capital
Connecticut
$14.8M -$291K -5,823 -2%
BSSFA
149
Baron Silver Stevens Financial Advisors
Florida
$14.8M +$1.02M +20,353 +7%
MLA
150
MB, Levis & Associates
Pennsylvania
$14.7M +$622K +12,422 +4%