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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
$978M -$63M -1,183,376 -6%
CSIA
2
Charles Schwab Investment Advisory
California
$465M +$139M +2,614,660 +44%
SCM
3
SCS Capital Management
Massachusetts
$398M +$334M +6,276,869 +588%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$377M +$35.2M +661,363 +10%
RJA
5
Raymond James & Associates
Florida
$322M -$19.5M -366,675 -6%
JP Morgan Chase
6
JP Morgan Chase
New York
$310M +$69.2M +1,299,419 +29%
Creative Planning
7
Creative Planning
Kansas
$219M +$5.13M +96,315 +2%
Morgan Stanley
8
Morgan Stanley
New York
$132M +$9.7M +182,132 +8%
Wells Fargo
9
Wells Fargo
California
$130M -$5.64M -105,946 -4%
UBS Group
10
UBS Group
Switzerland
$115M +$24.8M +466,112 +28%
ECM
11
ETrade Capital Management
Virginia
$87.5M +$16M +300,625 +23%
Bank of America
12
Bank of America
North Carolina
$86.7M +$1.47M +27,575 +2%
SEI Investments
13
SEI Investments
Pennsylvania
$86M +$20.2M +379,358 +31%
ACA
14
Ackerman Capital Advisors
Texas
$69.5M +$30.1M +565,751 +79%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$58.5M +$7.69M +144,281 +15%
Vanguard Group
16
Vanguard Group
Pennsylvania
$55.5M +$47.7M +895,300 +685%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$49.9M +$4.82M +90,381 +11%
Ameriprise
18
Ameriprise
Minnesota
$44.5M +$14M +262,494 +47%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$39.1M +$3.65M +68,502 +10%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$33.7M +$863K +16,198 +3%
LPL Financial
21
LPL Financial
California
$33.3M -$3.56M -66,725 -10%
SBL
22
Sargent Bickham Lagudis
Colorado
$30.8M +$3.74M +70,214 +14%
RWP
23
RWA Wealth Partners
Massachusetts
$30.6M +$7.65M +143,571 +34%
AWM
24
Altium Wealth Management
New York
$30.5M -$51.9K -974 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$28.2M +$11.9M +222,523 +75%