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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
$1.72B -$10M -181,435 -0.6%
CSIA
2
Charles Schwab Investment Advisory
California
$1.11B +$71.4M +1,292,052 +7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$729M +$64.1M +1,159,814 +10%
SCM
4
SCS Capital Management
Massachusetts
$575M -$732K -13,247 -0.1%
RJA
5
Raymond James & Associates
Florida
$463M +$28.1M +508,419 +6%
Morgan Stanley
6
Morgan Stanley
New York
$435M +$65.7M +1,188,879 +18%
Creative Planning
7
Creative Planning
Kansas
$351M +$37.2M +673,392 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$350M +$34.1M +616,223 +11%
UBS Group
9
UBS Group
Switzerland
$225M +$11.7M +211,726 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$196M +$30.3M +547,750 +18%
Wells Fargo
11
Wells Fargo
California
$190M +$15.8M +286,064 +9%
Bank of America
12
Bank of America
North Carolina
$149M +$13.2M +239,046 +10%
ACA
13
Ackerman Capital Advisors
Texas
$83.3M +$4.33M +78,239 +5%
SEI Investments
14
SEI Investments
Pennsylvania
$79.9M -$1.15M -20,816 -1%
Vanguard Group
15
Vanguard Group
Pennsylvania
$69.6M -$27.2M -492,124 -28%
US Bancorp
16
US Bancorp
Minnesota
$69.4M +$1.25M +22,693 +2%
RWP
17
RWA Wealth Partners
Massachusetts
$66.1M +$1.92M +34,771 +3%
LPL Financial
18
LPL Financial
California
$65.1M +$10.3M +185,596 +18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$62.5M +$507K +9,167 +0.8%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62M +$6.33M +114,532 +11%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$62M +$5.85M +105,832 +10%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$60.2M +$7.22M +130,534 +13%
PAG
23
Private Advisor Group
New Jersey
$55.9M +$32.6M +589,682 +137%
Ameriprise
24
Ameriprise
Minnesota
$54.8M +$833K +15,061 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$51.3M +$3.08M +55,624 +6%