Security Name: VANGUARD TAX-EXEMPT BOND ETF
Ticker: VTEB
Security Type: OTHER
Exchange: US
CUSIP: 922907746

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $150.18B - 1,066 -
2024-09-30 $150.17B 0.0% 1,078 +1.1%
2024-12-31 $146.54B -2.4% 852 -21.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ACKERMAN CAPITAL ADVISORS, LLC $61.1M 1,218K 16.0%
TOPSAIL WEALTH MANAGEMENT, LLC $64.7M 1,290K 13.8%
PASSIVE CAPITAL MANAGEMENT, LLC. $32.8M 654K 11.6%
BIP ALLIANCE, LLC $26.1M 521K 11.1%
JOEL ADAMS & ASSOCIATES, INC. $11.1M 221K 10.1%
LUMINVEST WEALTH MANAGEMENT LLC $21.8M 435K 8.8%
MALLINI COMPLETE FINANCIAL PLANNING LLC $8.6M 171K 8.1%
PHYSICIAN WEALTH SOLUTIONS INC. $14.5M 288K 7.2%
HERITAGE INVESTMENT GROUP, INC. $37.0M 738K 6.9%
LEVEL WEALTH MANAGEMENT LLC $9.6M 191K 6.8%
TENRET CO LLC $10.6M 210K 6.7%
SILVER OAK ADVISORY GROUP, INC. $12.0M 239K 6.3%
BALANCED ROCK INVESTMENT ADVISORS LLC $7.3M 145K 5.8%
LUTZ FINANCIAL SERVICES LLC $70.2M 1,400K 5.7%
PRAIRIEVIEW WEALTH PARTNERS, LLC $5.1M 102K 5.5%
NEWTON ONE INVESTMENTS LLC $14.1M 282K 5.5%
MEEDER ADVISORY SERVICES, INC. $83.5M 1,666K 5.2%
GOODMAN ADVISORY GROUP, LLC $17.3M 344K 5.1%
STAGE HARBOR FINANCIAL, LLC $5.6M 112K 4.9%
COLONY FAMILY OFFICES, LLC $14.7M 293K 4.6%
BEDEL FINANCIAL CONSULTING, INC. $32.2M 639K 4.5%
ABLE FINANCIAL GROUP, LLC $15.1M 300K 4.5%
BROOKLYN FI, LLC $837.4M 16,565K 4.4%
FULL SAIL CAPITAL, LLC $68.0M 1,356K 4.3%
TILSON FINANCIAL GROUP, INC. $10.6M 210K 4.3%

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