We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B +$191M +3,505,257 +18%
CSIA
2
Charles Schwab Investment Advisory
California
$637M +$101M +1,855,408 +19%
SCM
3
SCS Capital Management
Massachusetts
$541M +$86.7M +1,588,534 +19%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$473M +$45.5M +833,950 +11%
RJA
5
Raymond James & Associates
Florida
$358M +$19.1M +350,329 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$306M -$24.9M -456,999 -8%
Morgan Stanley
7
Morgan Stanley
New York
$280M +$133M +2,441,210 +92%
Creative Planning
8
Creative Planning
Kansas
$225M -$19.1M -349,358 -8%
UBS Group
9
UBS Group
Switzerland
$153M +$13.9M +254,908 +10%
Wells Fargo
10
Wells Fargo
California
$146M +$12.9M +236,264 +10%
Bank of America
11
Bank of America
North Carolina
$115M +$8.02M +146,892 +8%
Vanguard Group
12
Vanguard Group
Pennsylvania
$91.8M +$47.3M +866,589 +109%
SEI Investments
13
SEI Investments
Pennsylvania
$81.6M -$2.8M -51,291 -3%
ACA
14
Ackerman Capital Advisors
Texas
$78.2M +$596K +10,911 +0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$78.2M +$10.1M +185,105 +15%
Ameriprise
16
Ameriprise
Minnesota
$63.9M +$9.76M +178,764 +18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$56.2M +$3.32M +60,749 +6%
RWP
18
RWA Wealth Partners
Massachusetts
$55M +$1.52M +27,925 +3%
US Bancorp
19
US Bancorp
Minnesota
$53.2M +$13.6M +249,475 +35%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$49.7M +$11.3M +207,319 +30%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$48.2M +$4.34M +79,487 +10%
SBL
22
Sargent Bickham Lagudis
Colorado
$41.3M +$7.23M +132,429 +22%
LPL Financial
23
LPL Financial
California
$40.3M +$3.05M +55,793 +8%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.7M +$6.15M +112,684 +20%
AWM
25
Altium Wealth Management
New York
$37.6M +$3.8M +69,591 +11%