We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Mangham Associates
Virginia
$1.77M +$150K +2,752 +9%
LSPW
177
Lake Street Private Wealth
Illinois
$1.77M -$77.5K -1,420 -4%
TCM
178
Traynor Capital Management
Pennsylvania
$1.75M +$316K +5,783 +22%
CWM
179
Cornerstone Wealth Management
Missouri
$1.68M +$539K +9,881 +47%
UR
180
USCA RIA
Texas
$1.67M -$89.6K -1,642 -5%
RCA
181
Resonant Capital Advisors
Wisconsin
$1.66M +$567K +10,385 +52%
RWA
182
Redhawk Wealth Advisors
Minnesota
$1.66M -$2.48M -45,483 -60%
EA
183
Emerald Advisors
Washington
$1.65M +$134K +2,449 +9%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$1.61M +$2.35K +43 +0.1%
AWM
185
AE Wealth Management
Kansas
$1.58M +$581K +10,654 +58%
MFG
186
MidWestOne Financial Group
Iowa
$1.55M +$1.56M +28,538 New
SAM
187
S.A. Mason
Michigan
$1.55M -$175K -3,200 -10%
SFSG
188
Sound Financial Strategies Group
Mississippi
$1.55M -$17.8K -326 -1%
TIM
189
Tortoise Investment Management
New York
$1.52M -$25.2K -461 -2%
VWA
190
Visionary Wealth Advisors
Illinois
$1.52M +$152K +2,785 +11%
AWM
191
Apollon Wealth Management
South Carolina
$1.49M +$103K +1,880 +7%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$1.47M -$3.22M -59,054 -69%
WCFA
193
Walkner Condon Financial Advisors
Wisconsin
$1.47M +$1.47M +26,946 New
MGIA
194
Moneta Group Investment Advisors
Missouri
$1.45M +$499K +9,143 +52%
William Blair & Company
195
William Blair & Company
Illinois
$1.44M +$415K +7,606 +40%
AAS
196
Avantax Advisory Services
Texas
$1.44M +$1.44M +26,463 New
WFM
197
Wolff Financial Management
Michigan
$1.44M +$4.86K +89 +0.3%
DC
198
Derby & Company
Massachusetts
$1.43M -$71.7K -1,313 -5%
RPG
199
Resource Planning Group
Georgia
$1.41M
FCIM
200
Fairview Capital Investment Management
California
$1.4M