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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M +$699M +13,872,838 New
CSIA
2
Charles Schwab Investment Advisory
California
$525M -$61.6M -1,222,085 -11%
RJA
3
Raymond James & Associates
Florida
$272M +$16.3M +323,389 +6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$190M +$37.6M +745,524 +25%
Wells Fargo
5
Wells Fargo
California
$102M +$3.84M +76,201 +4%
Bank of America
6
Bank of America
North Carolina
$99.9M +$35.4M +703,109 +56%
UBS Group
7
UBS Group
Switzerland
$91.7M +$37.8M +749,339 +72%
SEI Investments
8
SEI Investments
Pennsylvania
$49.5M +$20.5M +407,481 +72%
Morgan Stanley
9
Morgan Stanley
New York
$42.8M +$13.8M +273,703 +48%
UBS AM
10
UBS AM
Illinois
$34M +$4.87M +96,699 +17%
ECM
11
ETrade Capital Management
Virginia
$27.3M +$4.82M +95,764 +22%
Ameriprise
12
Ameriprise
Minnesota
$25.8M -$12.3M -243,596 -33%
Vanguard Group
13
Vanguard Group
Pennsylvania
$22.7M +$21.3M +421,836 +1,812%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$20.8M +$20.5M +406,574 New
GC
15
Garde Capital
Washington
$20.7M +$319K +6,325 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$20.5M +$1.94M +38,460 +11%
LRIA
17
Leonard Rickey Investment Advisors
Washington
$20.2M -$3.11M -61,794 -13%
SBL
18
Sargent Bickham Lagudis
Colorado
$18.7M -$824K -16,365 -4%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$18.6M +$10.4M +206,523 +131%
LPL Financial
20
LPL Financial
California
$17.2M +$2.37M +47,031 +16%
AWM
21
Altium Wealth Management
New York
$17.1M +$4.9M +97,342 +41%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$15.2M -$90.8M -1,801,566 -86%
M&T Bank
23
M&T Bank
New York
$14.9M +$12.2M +242,159 +479%
PFPT
24
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.1M -$1.02M -20,304 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13.6M +$12.2M +241,504 +969%