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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
201
Paracle Advisors
Washington
$893K -$773K -14,440 -46%
AA
202
Alesco Advisors
New York
$879K +$5.35K +100 +0.6%
CWP
203
Capital Wealth Planning
Florida
$867K +$878K +16,390 New
CMBA
204
C.M. Bidwell & Associates
Hawaii
$846K +$111K +2,076 +15%
SBSB
205
Sullivan, Bruyette, Speros & Blaney
Virginia
$842K – – –
HCM
206
Howard Capital Management
Georgia
$837K – – –
MWA
207
Moser Wealth Advisors
Washington
$836K – – –
CWM
208
CMH Wealth Management
New Hampshire
$830K -$366K -6,836 -30%
WWM
209
Windsor Wealth Management
Indiana
$826K – – –
SG
210
StoneX Group
New York
$818K +$43.8K +818 +6%
TGAM
211
TBH Global Asset Management
Tennessee
$774K – – –
VCM
212
Vivaldi Capital Management
Illinois
$772K +$781K +14,590 New
PI
213
PFS Investments
Georgia
$768K -$115K -2,146 -13%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$751K -$957K -17,871 -56%
JIP
215
Jaffetilchin Investment Partners
Florida
$736K +$20.3K +380 +3%
AA
216
Ancora Advisors
Ohio
$733K +$11.8K +220 +2%
MWA
217
Martel Wealth Advisors
Washington
$726K +$85K +1,587 +13%
FAAS
218
First Allied Advisory Services
California
$722K +$290K +5,415 +66%
THWM
219
Taylor Hoffman Wealth Management
Virginia
$715K -$105K -1,964 -13%
TI
220
tru Independence
Oregon
$713K – – –
VCM
221
Versant Capital Management
Arizona
$655K -$130K -2,426 -16%
BCM
222
Brookstone Capital Management
Illinois
$652K – – –
MGIA
223
Moneta Group Investment Advisors
Missouri
$647K +$385K +7,188 +143%
BP
224
BBR Partners
New York
$637K +$644K +12,035 New
OA
225
Oxbow Advisors
Texas
$634K -$14.1K -263 -2%
7 8
9
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