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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$329M +$94.6M +1,831,818 +40%
W
2
Wealthfront
California
$210M +$138M +2,667,614 +192%
RJA
3
Raymond James & Associates
Florida
$195M +$19.7M +380,526 +11%
Wells Fargo
4
Wells Fargo
California
$95.3M +$3.87M +74,987 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$31.5M +$24.7M +477,727 +365%
Bank of America
6
Bank of America
North Carolina
$31.1M +$1.48M +28,629 +5%
Ameriprise
7
Ameriprise
Minnesota
$28.5M +$11.4M +220,214 +66%
UBS Group
8
UBS Group
Switzerland
$28.1M +$1.91M +36,917 +7%
UBS AM
9
UBS AM
Illinois
$27.7M -$259K -5,023 -0.9%
ST
10
Smithfield Trust
Pennsylvania
$23.9M +$14.1M +272,541 +144%
SBL
11
Sargent Bickham Lagudis
Colorado
$21.9M +$6.97M +134,959 +47%
LRIA
12
Leonard Rickey Investment Advisors
Washington
$21.9M +$21.9M +423,671 New
LPT
13
Legacy Private Trust
Wisconsin
$21.7M -$171K -3,320 -0.8%
Morgan Stanley
14
Morgan Stanley
New York
$18.9M +$13.1M +254,130 +226%
BC
15
Brinker Capital
Pennsylvania
$16.3M +$985K +19,078 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.3M +$2.85M +55,266 +21%
GC
17
Garde Capital
Washington
$15.3M +$1.31M +25,392 +9%
MIS
18
Morningstar Investment Services
Illinois
$10.7M +$4.11M +79,495 +62%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.3M +$930K +18,001 +10%
ECM
20
ETrade Capital Management
Virginia
$10.2M +$4.67M +90,388 +85%
Creative Planning
21
Creative Planning
Kansas
$9.99M +$344K +6,652 +4%
LPL Financial
22
LPL Financial
California
$9.63M +$2.21M +42,797 +30%
BCI
23
Brinker Capital Investments
Pennsylvania
$9.41M -$310K -5,996 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$8.58M +$1.28M +24,881 +18%
HI
25
Hudock Inc
Pennsylvania
$8.29M +$204K +3,957 +3%