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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
$794M +$69.8M +1,356,875 +10%
CSIA
2
Charles Schwab Investment Advisory
California
$582M +$45.6M +887,423 +9%
RJA
3
Raymond James & Associates
Florida
$322M +$42.9M +835,387 +16%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$222M +$27.5M +534,961 +14%
Wells Fargo
5
Wells Fargo
California
$97.6M -$6.96M -135,361 -7%
UBS Group
6
UBS Group
Switzerland
$97.5M +$3.72M +72,423 +4%
Morgan Stanley
7
Morgan Stanley
New York
$60.8M +$16.8M +326,851 +39%
Bank of America
8
Bank of America
North Carolina
$59.9M -$41.5M -808,133 -41%
SEI Investments
9
SEI Investments
Pennsylvania
$49.7M -$852K -16,571 -2%
UBS AM
10
UBS AM
Illinois
$35.7M +$1,000K +19,451 +3%
ECM
11
ETrade Capital Management
Virginia
$35.1M +$7.09M +137,911 +26%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$34.8M +$13.6M +264,128 +66%
Jane Street
13
Jane Street
New York
$28.7M +$28.3M +550,306 New
Ameriprise
14
Ameriprise
Minnesota
$24.9M -$1.43M -27,820 -6%
Vanguard Group
15
Vanguard Group
Pennsylvania
$23.6M +$425K +8,263 +2%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$21.9M +$720K +14,001 +3%
LRIA
17
Leonard Rickey Investment Advisors
Washington
$21.5M +$817K +15,900 +4%
GC
18
Garde Capital
Washington
$21.3M +$158K +3,078 +0.8%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$20.9M +$1.9M +36,984 +10%
SBL
20
Sargent Bickham Lagudis
Colorado
$20.9M +$1.78M +34,610 +9%
AWM
21
Altium Wealth Management
New York
$20M +$2.49M +48,387 +14%
LPL Financial
22
LPL Financial
California
$19.7M +$2.1M +40,899 +12%
M&T Bank
23
M&T Bank
New York
$18.4M +$3.06M +59,550 +20%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17.2M +$1.58M +30,658 +10%
PFPT
25
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.9M +$1.49M +28,950 +11%