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Vanguard Tax-Exempt Bond Index Fund

名稱 持股 交易金額 股數
變動
持股
變動
JP Morgan Chase
1
JP Morgan Chase
New York
US$27.8億 +US$5.09億 +10,129,865 +23%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
US$19.3億 -US$1756萬 -349,357 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
US$14.1億 +US$219萬 +43,664 +0.2%
Creative Planning
4
Creative Planning
Kansas
US$13.8億 -US$1065萬 -211,850 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
US$13.6億 +US$1.27億 +2,533,165 +10%
Wealthfront Advisers
6
Wealthfront Advisers
California
US$13.2億 +US$5878萬 +1,169,660 +5%
Charles Schwab
7
Charles Schwab
California
US$11.6億 -US$9134萬 -1,817,721 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
US$10.8億 +US$5288萬 +1,052,382 +5%
SEI Investments
9
SEI Investments
Pennsylvania
US$8.01億 +US$8434萬 +1,678,352 +12%
Wells Fargo
10
Wells Fargo
California
US$7.51億 +US$2337萬 +464,987 +3%
Northern Trust
11
Northern Trust
Illinois
US$7.49億 +US$1063萬 +211,579 +1%
Bank of America
12
Bank of America
North Carolina
US$7.06億 +US$6603萬 +1,313,927 +10%
TIAA-CREF Individual & Institutional Services
13
TIAA-CREF Individual & Institutional Services
New York
US$6.67億 +US$2430萬 +483,641 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
US$5.81億 +US$3254萬 +647,491 +6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
US$5.4億 +US$9020萬 +1,794,956 +20%
LPL Financial
16
LPL Financial
California
US$5.28億 +US$4053萬 +806,620 +8%
Franklin Resources
17
Franklin Resources
California
US$3.63億 -US$247萬 -49,174 -0.7%
Betterment LLC
18
Betterment LLC
New York
US$3.57億 +US$663萬 +131,923 +2%
CLA (CliftonLarsonAllen) Wealth Advisors
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
US$3.23億 +US$390萬 +77,516 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
US$2.96億 +US$2263萬 +450,334 +8%
Mariner
21
Mariner
Kansas
US$2.42億 +US$2575萬 +512,423 +12%
Corient Private Wealth
22
Corient Private Wealth
Florida
US$2.3億 +US$276萬 +54,932 +1%
UBS Group
23
UBS Group
Switzerland
US$2.29億 +US$887萬 +176,473 +4%
RWA Wealth Partners
24
RWA Wealth Partners
Massachusetts
US$2.26億 +US$1134萬 +225,571 +5%
Cerity Partners
25
Cerity Partners
New York
US$2.23億 +US$67.9萬 +13,515 +0.3%