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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
$1.08B +$98.9M +1,812,325 +10%
CSIA
2
Charles Schwab Investment Advisory
California
$527M +$60.1M +1,100,347 +13%
SCM
3
SCS Capital Management
Massachusetts
$447M +$47M +861,033 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M +$41.4M +758,332 +11%
RJA
5
Raymond James & Associates
Florida
$334M +$10.5M +192,559 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$327M +$15.1M +277,492 +5%
Creative Planning
7
Creative Planning
Kansas
$241M +$21.1M +387,047 +10%
Morgan Stanley
8
Morgan Stanley
New York
$144M +$11.4M +208,935 +9%
UBS Group
9
UBS Group
Switzerland
$137M +$21.4M +391,781 +18%
Wells Fargo
10
Wells Fargo
California
$131M -$99.5K -1,824 -0.1%
Bank of America
11
Bank of America
North Carolina
$105M +$18M +330,277 +21%
ECM
12
ETrade Capital Management
Virginia
$103M +$14.9M +272,491 +17%
SEI Investments
13
SEI Investments
Pennsylvania
$83.3M -$3.17M -58,140 -4%
ACA
14
Ackerman Capital Advisors
Texas
$76.5M +$6.66M +122,061 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$67M +$8.21M +150,453 +14%
Ameriprise
16
Ameriprise
Minnesota
$53.4M +$8.72M +159,842 +19%
RWP
17
RWA Wealth Partners
Massachusetts
$52.8M +$22M +403,705 +71%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$52.2M +$2.02M +37,002 +4%
Vanguard Group
19
Vanguard Group
Pennsylvania
$43.3M -$12.6M -230,118 -22%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$43.2M +$3.95M +72,403 +10%
US Bancorp
21
US Bancorp
Minnesota
$38.9M +$18.5M +339,462 +90%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$37.7M +$3.84M +70,280 +11%
LPL Financial
23
LPL Financial
California
$36.7M +$3.24M +59,292 +10%
SBL
24
Sargent Bickham Lagudis
Colorado
$33.5M +$2.59M +47,455 +8%
AWM
25
Altium Wealth Management
New York
$33.3M +$2.58M +47,344 +8%