We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
201
NewSquare Capital
Pennsylvania
$746K +$106K +1,980 +17%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$745K +$148K +2,760 +25%
IAN
203
Integrated Advisors Network
Texas
$744K +$744K +13,904 New
IWC
204
Integrated Wealth Concepts
Massachusetts
$739K +$739K +13,809 New
AA
205
Ancora Advisors
Ohio
$730K
JIP
206
Jaffetilchin Investment Partners
Florida
$725K +$89.1K +1,665 +14%
TI
207
tru Independence
Oregon
$713K +$721K +13,479 New
CWM
208
Cahaba Wealth Management
Georgia
$704K -$19.7K -368 -3%
BC
209
Brinker Capital
Pennsylvania
$702K +$702K +13,116 New
Citigroup
210
Citigroup
New York
$694K +$103K +1,921 +17%
DAS
211
Dynamic Advisor Solutions
Arizona
$667K +$1.66K +31 +0.2%
JSA
212
Jacobson & Schmitt Advisors
Wisconsin
$663K +$663K +12,387 New
BCM
213
Brookstone Capital Management
Illinois
$660K
OA
214
Oxbow Advisors
Texas
$656K -$27.4K -512 -4%
PP
215
PrairieView Partners
Minnesota
$652K -$81K -1,514 -11%
MWA
216
Martel Wealth Advisors
Washington
$649K +$589 +11 +0.1%
EH
217
Equitable Holdings
New York
$642K +$641K +11,986 New
IAA
218
Independent Advisor Alliance
North Carolina
$635K +$635K +11,868 New
HI
219
Human Investing
Oregon
$628K +$4.66K +87 +0.7%
MPW
220
Monterey Private Wealth
California
$616K +$616K +11,513 New
BRWA
221
B. Riley Wealth Advisors
Florida
$612K +$56.9K +1,064 +10%
WP
222
WealthShield Partners
North Carolina
$608K
Cerity Partners
223
Cerity Partners
New York
$589K
CST
224
Charles Schwab Trust
Nevada
$589K +$256K +4,777 +77%
Millennium Management
225
Millennium Management
New York
$581K +$581K +10,848 New