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
$1.52B +$247M +4,490,446 +19%
CSIA
2
Charles Schwab Investment Advisory
California
$747M +$117M +2,128,813 +18%
SCM
3
SCS Capital Management
Massachusetts
$570M +$35.3M +642,745 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$543M +$75.8M +1,380,350 +16%
RJA
5
Raymond James & Associates
Florida
$397M +$43M +781,744 +12%
Morgan Stanley
6
Morgan Stanley
New York
$324M +$46.8M +852,641 +17%
Creative Planning
7
Creative Planning
Kansas
$303M +$80.7M +1,469,421 +36%
JP Morgan Chase
8
JP Morgan Chase
New York
$291M -$11.9M -216,370 -4%
UBS Group
9
UBS Group
Switzerland
$190M +$38.5M +699,860 +25%
Wells Fargo
10
Wells Fargo
California
$172M +$28M +508,750 +19%
Bank of America
11
Bank of America
North Carolina
$120M +$6.39M +116,332 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$104M +$26.3M +478,255 +34%
Vanguard Group
13
Vanguard Group
Pennsylvania
$95.9M +$5.06M +92,138 +6%
SEI Investments
14
SEI Investments
Pennsylvania
$81.6M
Jane Street
15
Jane Street
New York
$79.7M +$80.2M +1,458,958 New
ACA
16
Ackerman Capital Advisors
Texas
$76.4M -$958K -17,429 -1%
Ameriprise
17
Ameriprise
Minnesota
$66.1M +$2.65M +48,236 +4%
US Bancorp
18
US Bancorp
Minnesota
$64.6M +$12M +218,808 +23%
RWP
19
RWA Wealth Partners
Massachusetts
$62.2M +$7.78M +141,601 +14%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56.6M +$19.4M +353,007 +52%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$55.7M +$6.5M +118,240 +13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$55.4M -$281K -5,123 -0.5%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$49.9M +$2.18M +39,631 +5%
LPL Financial
24
LPL Financial
California
$46.6M +$6.72M +122,229 +17%
SBL
25
Sargent Bickham Lagudis
Colorado
$44M +$3.17M +57,681 +8%