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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3B +$84M +1,671,150 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$1.77B +$25.6M +509,600 +1%
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.59B +$300M +5,970,904 +23%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.32B +$113M +2,240,699 +9%
Creative Planning
5
Creative Planning
Kansas
$992M -$10.1M -201,003 -1%
RJA
6
Raymond James & Associates
Florida
$830M +$47.2M +939,417 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$704M +$151M +3,003,668 +27%
Morgan Stanley
8
Morgan Stanley
New York
$567M +$29.3M +583,579 +5%
Northern Trust
9
Northern Trust
Illinois
$505M +$20.1M +400,180 +4%
OWM
10
Orgel Wealth Management
Wisconsin
$472M +$86.5M +1,720,648 +22%
UBS Group
11
UBS Group
Switzerland
$384M +$6.62M +131,769 +2%
SEI Investments
12
SEI Investments
Pennsylvania
$384M -$19.8M -394,454 -5%
RWP
13
RWA Wealth Partners
Massachusetts
$361M +$10.6M +211,653 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$360M +$53.2M +1,058,329 +17%
Bank of America
15
Bank of America
North Carolina
$306M +$9.5M +189,079 +3%
TF
16
TIAA FSB
Florida
$304M +$20.5M +408,323 +7%
Wells Fargo
17
Wells Fargo
California
$297M -$10.3M -205,654 -3%
SCM
18
SCS Capital Management
Massachusetts
$246M -$34.2M -680,293 -12%
Corient Private Wealth
19
Corient Private Wealth
Florida
$229M +$77.8K +1,548 +0%
AL
20
Aspiriant LLC
California
$198M -$3.58M -71,225 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$190M +$37.5M +747,137 +25%
Franklin Resources
22
Franklin Resources
California
$177M -$10.6M -210,866 -6%
US Bancorp
23
US Bancorp
Minnesota
$150M +$5.75M +114,433 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$126M +$8.9M +177,083 +8%
Mariner
25
Mariner
Kansas
$124M +$10.8M +214,052 +10%
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