We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
201
Simon Quick Advisors
New Jersey
$6.11M -$395K -7,964 -6%
VA
202
Valmark Advisers
Ohio
$6.11M +$440K +8,875 +8%
CPW
203
Catalyst Private Wealth
California
$6.02M +$5.8M +117,171 +1,475%
KMWM
204
Keudell/Morrison Wealth Management
Oregon
$5.99M -$322K -6,506 -5%
ACP
205
Aveo Capital Partners
Colorado
$5.98M +$303K +6,119 +5%
GWS
206
Glassman Wealth Services
Virginia
$5.96M -$460K -9,276 -7%
OWA
207
One Wealth Advisors
California
$5.91M +$6.09M +122,951 New
DP
208
Divergent Planning
Maryland
$5.76M +$140K +2,835 +2%
CAM
209
Clark Asset Management
New Hampshire
$5.72M +$1.05M +21,154 +22%
ST
210
Smithfield Trust
Pennsylvania
$5.67M -$774K -15,616 -12%
JSA
211
Jacobson & Schmitt Advisors
Wisconsin
$5.64M +$449K +9,073 +8%
KLI
212
Kelman-Lazarov Inc
Tennessee
$5.63M +$441K +8,908 +8%
GAG
213
Goodman Advisory Group
Massachusetts
$5.61M +$4.22M +85,089 +270%
SAM
214
SP Asset Management
California
$5.6M +$34.6K +698 +0.6%
ML
215
McAdam LLC
Pennsylvania
$5.47M +$446K +9,003 +9%
FCC
216
Flower City Capital
New York
$5.45M +$58.1K +1,172 +1%
CA
217
Cetera Advisors
Colorado
$5.44M +$1.04M +20,936 +23%
TCM
218
TD Capital Management
Tennessee
$5.24M -$370K -7,470 -6%
SWM
219
Spire Wealth Management
Virginia
$5.18M -$300K -6,047 -5%
CFD
220
Creative Financial Designs
Indiana
$5.11M -$2.11M -42,618 -29%
PSCM
221
Per Stirling Capital Management
Texas
$5.07M +$52.8K +1,065 +1%
Luther King Capital Management (LKCM)
222
Luther King Capital Management (LKCM)
Texas
$5.05M
BSW
223
Buckingham Strategic Wealth
Missouri
$5.04M -$594K -11,984 -10%
BOPW
224
Brandywine Oak Private Wealth
Pennsylvania
$5.03M +$90.6K +1,829 +2%
PA
225
PFG Advisors
Arizona
$5.01M +$56.8K +1,146 +1%