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
$1.58B -$141M -2,575,947 -8%
CSIA
2
Charles Schwab Investment Advisory
California
$1.17B +$56.8M +1,036,214 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$797M +$66.1M +1,205,356 +9%
SCM
4
SCS Capital Management
Massachusetts
$553M -$23.1M -421,377 -4%
RJA
5
Raymond James & Associates
Florida
$496M +$32M +584,001 +7%
Morgan Stanley
6
Morgan Stanley
New York
$458M +$21.7M +396,783 +5%
Creative Planning
7
Creative Planning
Kansas
$421M +$68.8M +1,255,682 +20%
JP Morgan Chase
8
JP Morgan Chase
New York
$339M -$11.7M -213,808 -3%
UBS Group
9
UBS Group
Switzerland
$233M +$7.08M +129,220 +3%
Bank of America
10
Bank of America
North Carolina
$198M +$48.5M +885,496 +33%
Wells Fargo
11
Wells Fargo
California
$196M +$6.05M +110,411 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$176M -$20.5M -374,367 -10%
SEI Investments
13
SEI Investments
Pennsylvania
$79.7M -$346K -6,306 -0.4%
US Bancorp
14
US Bancorp
Minnesota
$79.6M +$10M +182,879 +14%
ACA
15
Ackerman Capital Advisors
Texas
$78.7M -$4.78M -87,309 -6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$74.5M +$14.1M +257,845 +23%
LPL Financial
17
LPL Financial
California
$68.6M +$3.3M +60,234 +5%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$66.2M +$4.08M +74,398 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$64.9M +$2.26M +41,179 +4%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$64M +$1.83M +33,468 +3%
RWP
21
RWA Wealth Partners
Massachusetts
$63.2M -$3.11M -56,808 -5%
Ameriprise
22
Ameriprise
Minnesota
$59.6M +$4.65M +84,767 +8%
Vanguard Group
23
Vanguard Group
Pennsylvania
$56M -$13.8M -251,000 -20%
SBL
24
Sargent Bickham Lagudis
Colorado
$51.1M +$6.71M +122,416 +15%
RFC
25
Regions Financial Corp
Alabama
$48.4M +$7.03M +128,289 +17%