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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.02B -$70.3M -1,312,978 -6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$334M +$4.89M +91,383 +1%
RJA
3
Raymond James & Associates
Florida
$334M +$11.9M +222,468 +4%
CSIA
4
Charles Schwab Investment Advisory
California
$316M -$468M -8,733,450 -59%
JP Morgan Chase
5
JP Morgan Chase
New York
$234M -$38M -710,293 -14%
Creative Planning
6
Creative Planning
Kansas
$209M +$194M +3,616,130 +1,105%
Wells Fargo
7
Wells Fargo
California
$133M -$3.71M -69,339 -3%
Morgan Stanley
8
Morgan Stanley
New York
$119M +$29.1M +543,259 +32%
UBS Group
9
UBS Group
Switzerland
$88.2M -$54M -1,008,798 -38%
Bank of America
10
Bank of America
North Carolina
$83.3M -$474K -8,845 -0.6%
ECM
11
ETrade Capital Management
Virginia
$69.6M +$1.7M +31,735 +2%
SEI Investments
12
SEI Investments
Pennsylvania
$64M +$17.5M +325,956 +37%
SCM
13
SCS Capital Management
Massachusetts
$56.5M +$57.2M +1,068,121 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$49.5M +$6.28M +117,323 +14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$44M +$352K +6,570 +0.8%
ACA
16
Ackerman Capital Advisors
Texas
$38M +$35M +654,244 +1,030%
AC
17
Athanor Capital
New York
$37.2M +$37.7M +703,305 New
LPL Financial
18
LPL Financial
California
$36.1M +$2.04M +38,066 +6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$34.5M +$2.35M +43,892 +7%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$32.1M +$3.35M +62,516 +11%
AWM
21
Altium Wealth Management
New York
$29.9M +$1.57M +29,343 +5%
Ameriprise
22
Ameriprise
Minnesota
$29.7M +$3.47M +64,886 +13%
LRIA
23
Leonard Rickey Investment Advisors
Washington
$26.4M +$1.22M +22,810 +5%
SBL
24
Sargent Bickham Lagudis
Colorado
$26.3M -$496K -9,270 -2%
GC
25
Garde Capital
Washington
$24.1M -$1.26M -23,592 -5%
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