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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthfront
California
$436M +$230M +4,512,050 +111%
CSIA
2
Charles Schwab Investment Advisory
California
$332M +$8.92M +174,953 +3%
RJA
3
Raymond James & Associates
Florida
$212M +$20.6M +403,844 +11%
Wells Fargo
4
Wells Fargo
California
$96.1M +$2.36M +46,285 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$65.6M +$34.8M +682,493 +112%
Bank of America
6
Bank of America
North Carolina
$57.8M +$27.4M +537,168 +89%
UBS Group
7
UBS Group
Switzerland
$46.8M +$19.2M +377,423 +69%
Ameriprise
8
Ameriprise
Minnesota
$32.7M +$4.66M +91,535 +17%
UBS AM
9
UBS AM
Illinois
$29.4M +$2.17M +42,648 +8%
Morgan Stanley
10
Morgan Stanley
New York
$25.4M +$6.82M +133,868 +37%
LRIA
11
Leonard Rickey Investment Advisors
Washington
$23.2M +$1.69M +33,148 +8%
SBL
12
Sargent Bickham Lagudis
Colorado
$22.5M +$975K +19,133 +5%
GC
13
Garde Capital
Washington
$17.7M +$2.72M +53,282 +18%
BC
14
Brinker Capital
Pennsylvania
$16.4M +$354K +6,945 +2%
MIS
15
Morningstar Investment Services
Illinois
$13.8M +$3.31M +64,974 +31%
ECM
16
ETrade Capital Management
Virginia
$13.2M +$3.16M +62,050 +31%
JWM
17
Janiczek Wealth Management
Colorado
$12.2M +$5.99M +117,597 +97%
ST
18
Smithfield Trust
Pennsylvania
$11.9M -$11.7M -228,628 -49%
Creative Planning
19
Creative Planning
Kansas
$11.3M +$1.48M +28,950 +15%
LPL Financial
20
LPL Financial
California
$11.3M +$1.81M +35,498 +19%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.7M +$588K +11,547 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$10.5M +$2.05M +40,210 +24%
BTS
23
BB&T Securities
Virginia
$10M +$6.68M +131,090 +197%
Jane Street
24
Jane Street
New York
$10M +$9.7M +190,455 +2,764%
BCI
25
Brinker Capital Investments
Pennsylvania
$8.22M -$1.03M -20,230 -11%