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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
$878M +$68.7M +1,308,139 +9%
CSIA
2
Charles Schwab Investment Advisory
California
$658M +$64.5M +1,228,609 +11%
RJA
3
Raymond James & Associates
Florida
$341M +$12.8M +243,932 +4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$264M +$37.6M +715,543 +17%
UBS Group
5
UBS Group
Switzerland
$121M +$21.7M +414,094 +22%
Wells Fargo
6
Wells Fargo
California
$121M +$21.6M +410,680 +22%
Morgan Stanley
7
Morgan Stanley
New York
$65.6M +$3.72M +70,768 +6%
Bank of America
8
Bank of America
North Carolina
$63.8M +$2.88M +54,826 +5%
SEI Investments
9
SEI Investments
Pennsylvania
$48.4M -$2.11M -40,112 -4%
ECM
10
ETrade Capital Management
Virginia
$45.2M +$9.37M +178,354 +26%
UBS AM
11
UBS AM
Illinois
$41.8M +$5.37M +102,215 +15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$38.5M +$3.1M +59,038 +9%
LPL Financial
13
LPL Financial
California
$26.2M +$6.14M +116,937 +31%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$26.2M +$4.82M +91,827 +23%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$23.4M +$1.08M +20,507 +5%
LRIA
16
Leonard Rickey Investment Advisors
Washington
$23.2M +$1.28M +24,373 +6%
Vanguard Group
17
Vanguard Group
Pennsylvania
$23.1M -$944K -17,966 -4%
SBL
18
Sargent Bickham Lagudis
Colorado
$23M +$1.71M +32,584 +8%
AWM
19
Altium Wealth Management
New York
$22.9M +$2.49M +47,493 +12%
GC
20
Garde Capital
Washington
$22.4M +$685K +13,035 +3%
Ameriprise
21
Ameriprise
Minnesota
$21.9M -$3.36M -64,059 -13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$21.4M +$3.88M +73,864 +22%
PFPT
23
Pinnacle Financial Partners (Tennessee)
Tennessee
$21M +$4.78M +91,065 +30%
Creative Planning
24
Creative Planning
Kansas
$17.8M +$8.54M +162,675 +94%
M&T Bank
25
M&T Bank
New York
$17.7M -$955K -18,174 -5%