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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.02B +$2.54B +51,877,698 +573%
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.39B -$364M -7,451,045 -21%
CSIA
3
Charles Schwab Investment Advisory
California
$1.28B +$446M +9,119,195 +55%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1B +$153M +3,121,613 +18%
Creative Planning
5
Creative Planning
Kansas
$967M +$50.4M +1,030,407 +6%
RJA
6
Raymond James & Associates
Florida
$696M +$8.63M +176,510 +1%
Morgan Stanley
7
Morgan Stanley
New York
$527M +$24.2M +494,118 +5%
UBS Group
8
UBS Group
Switzerland
$434M +$74.4M +1,520,973 +21%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$423M +$99.7M +2,039,645 +31%
SEI Investments
10
SEI Investments
Pennsylvania
$412M +$155M +3,162,372 +61%
Northern Trust
11
Northern Trust
Illinois
$397M +$84.8M +1,734,916 +28%
RWP
12
RWA Wealth Partners
Massachusetts
$339M +$219M +4,488,039 +199%
OWM
13
Orgel Wealth Management
Wisconsin
$319M +$68.3M +1,397,824 +28%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$281M +$49M +1,002,804 +21%
Wells Fargo
15
Wells Fargo
California
$279M +$44.3M +905,984 +19%
AL
16
Aspiriant LLC
California
$267M +$35.9M +734,786 +16%
Bank of America
17
Bank of America
North Carolina
$265M +$55.9M +1,143,805 +27%
SCM
18
SCS Capital Management
Massachusetts
$242M +$25.9M +530,455 +12%
TF
19
TIAA FSB
Florida
$238M +$104M +2,119,374 +79%
Corient Private Wealth
20
Corient Private Wealth
Florida
$237M +$234M +4,795,853 New
Franklin Resources
21
Franklin Resources
California
$150M +$149M +3,040,314 New
US Bancorp
22
US Bancorp
Minnesota
$140M +$59M +1,206,903 +74%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$133M +$58.8M +1,202,395 +81%
Osaic Holdings
24
Osaic Holdings
Arizona
$128M +$37.6M +769,786 +42%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$122M +$46.4M +948,578 +63%