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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
$950M +$63.4M +1,183,845 +7%
CSIA
2
Charles Schwab Investment Advisory
California
$709M +$44.8M +835,528 +7%
RJA
3
Raymond James & Associates
Florida
$353M +$9.13M +170,477 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M +$27.6M +514,835 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$140M +$139M +2,601,769 +60,240%
UBS Group
6
UBS Group
Switzerland
$134M +$12M +223,448 +10%
Wells Fargo
7
Wells Fargo
California
$125M +$3.12M +58,201 +3%
Bank of America
8
Bank of America
North Carolina
$73.6M +$9.13M +170,418 +14%
Morgan Stanley
9
Morgan Stanley
New York
$71.7M +$5.46M +101,916 +8%
ECM
10
ETrade Capital Management
Virginia
$56.1M +$10.4M +194,773 +23%
SEI Investments
11
SEI Investments
Pennsylvania
$48.6M -$418K -7,800 -0.9%
UBS AM
12
UBS AM
Illinois
$44.9M +$2.66M +49,665 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$42.3M +$3.37M +62,940 +9%
LPL Financial
14
LPL Financial
California
$31.6M +$5.09M +95,033 +19%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$29M +$2.55M +47,534 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.5M +$5.92M +110,500 +27%
SBL
17
Sargent Bickham Lagudis
Colorado
$25.5M +$2.23M +41,693 +10%
AWM
18
Altium Wealth Management
New York
$25.2M +$2.06M +38,471 +9%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$24.8M +$1.17M +21,849 +5%
GC
20
Garde Capital
Washington
$24.5M +$1.93M +36,087 +9%
LRIA
21
Leonard Rickey Investment Advisors
Washington
$23.8M +$425K +7,931 +2%
Ameriprise
22
Ameriprise
Minnesota
$23M +$774K +14,455 +3%
Vanguard Group
23
Vanguard Group
Pennsylvania
$22M -$1.39M -25,969 -6%
M&T Bank
24
M&T Bank
New York
$18.5M +$616K +11,501 +3%
PFPT
25
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.8M -$3.35M -62,625 -16%