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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
$2.23B -$3.02B -59,830,919 -57%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.92B +$96.9M +1,920,046 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.39B +$139M +2,752,797 +11%
Creative Planning
4
Creative Planning
Kansas
$1.37B +$126M +2,499,613 +10%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.24B +$38.4M +760,249 +3%
Charles Schwab
6
Charles Schwab
California
$1.24B +$92.2M +1,826,935 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$1.22B -$9.11M -180,421 -0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.01B -$8.79M -174,122 -0.8%
Northern Trust
9
Northern Trust
Illinois
$728M -$37.9M -749,717 -5%
Wells Fargo
10
Wells Fargo
California
$717M +$44.7M +885,725 +7%
SEI Investments
11
SEI Investments
Pennsylvania
$707M +$33.3M +659,339 +5%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$634M +$642M +12,706,867 New
Bank of America
13
Bank of America
North Carolina
$631M +$30M +594,110 +5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$540M +$30.5M +603,571 +6%
LPL Financial
15
LPL Financial
California
$481M +$25.4M +503,007 +6%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$441M +$97.2M +1,925,834 +28%
Franklin Resources
17
Franklin Resources
California
$360M +$48M +951,107 +15%
Betterment LLC
18
Betterment LLC
New York
$346M +$11.2M +222,124 +3%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$315M +$36.2M +717,204 +13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$270M +$37.7M +745,787 +16%
Corient Private Wealth
21
Corient Private Wealth
Florida
$220M +$18.7M +370,904 +9%
Cerity Partners
22
Cerity Partners
New York
$220M +$18.3M +362,662 +9%
UBS Group
23
UBS Group
Switzerland
$217M +$30.2M +598,276 +16%
Mariner
24
Mariner
Kansas
$213M +$15.6M +309,361 +8%
RWP
25
RWA Wealth Partners
Massachusetts
$212M +$11.9M +236,121 +6%