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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Apella Capital
Connecticut
$5.59M -$10.1K -100 -0.2%
HWM
27
Hassell Wealth Management
Louisiana
$5.32M +$3.91M +38,926 +278%
SWM
28
Seed Wealth Management
Illinois
$4.98M -$55.3K -550 -1%
Truist Financial
29
Truist Financial
North Carolina
$4.85M +$186K +1,854 +4%
Cerity Partners
30
Cerity Partners
New York
$3.97M +$2.33M +23,185 +144%
Raymond James Financial
31
Raymond James Financial
Florida
$3.87M -$668K -6,645 -15%
VFP
32
Verus Financial Partners
Virginia
$3.78M +$846K +8,409 +29%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.24M +$1.29M +12,779 +66%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.76M +$31.5K +313 +1%
IWS
35
Integrity Wealth Solutions
Colorado
$2.42M +$62.7K +623 +3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$713K +7,090 +45%
Mariner
37
Mariner
Kansas
$2.27M -$78.8K -784 -3%
TWA
38
TCI Wealth Advisors
Arizona
$2.15M +$503 +5 +0%
TFO
39
Timonier Family Office
North Carolina
$2.1M +$2.09M +20,803 New
EFP
40
Elser Financial Planning
Indiana
$2.01M +$1.3M +12,920 +184%
Citadel Advisors
41
Citadel Advisors
Florida
$1.99M -$1.47M -14,617 -43%
FF
42
Frankly Finances
Florida
$1.95M +$450K +4,476 +30%
EC
43
Elequin Capital
New York
$1.86M +$605K +6,017 +49%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$1.77M +$545K +5,423 +45%
HI
45
Harbour Investments
Wisconsin
$1.74M +$348K +3,457 +25%
OWA
46
Oak Wealth Advisors
Illinois
$1.74M -$20K -199 -1%
FHC
47
First Heartland Consultants
Missouri
$1.73M -$194K -1,928 -10%
SWM
48
SigFig Wealth Management
California
$1.68M +$145K +1,438 +9%
FMN
49
Financial Management Network
California
$1.67M +$36.4K +362 +2%
PCMC
50
Paragon Capital Management (Colorado)
Colorado
$1.65M -$99.7K -991 -6%