News + Filings Key Docs Ownership
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VANGUARD MUN BD FD INC (VTEB)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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JPMORGAN CHASE & CO
| 59,674,437 | 1,671,150 | 2,996,850,226,000 | 0.33 | |
Hist
| 06/30/2023 |
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Wealthfront Advisers LLC
| 31,713,402 | 5,970,904 | 1,592,647,049,000 | 6.75 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 26,194,602 | 2,240,699 | 1,315,492,913,000 | 1.70 | |
Hist
| 06/30/2023 |
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FMR LLC
| 14,009,932 | 3,003,668 | 703,578,778,000 | 0.06 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 14,070,357 | 2,922,692 | 696,341,827,000 | 0.64 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 11,293,685 | 647,359 | 567,168,916,000 | 0.06 | |
Hist
| 06/30/2023 |
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NORTHERN TRUST CORP
| 10,064,138 | 400,180 | 505,421,010,000 | 0.10 | |
Hist
| 06/30/2023 |
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Orgel Wealth Management, LLC
| 9,393,318 | 1,720,648 | 471,732,430,000 | 15.58 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 7,650,866 | 131,769 | 384,226,490,000 | 0.13 | |
Hist
| 06/30/2023 |
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SEI INVESTMENTS CO
| 7,641,463 | -394,454 | 383,753,880,000 | 0.67 | |
Hist
| 06/30/2023 |
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Adviser Investments LLC
| 7,187,157 | 442,961 | 360,939,011,000 | 7.90 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 7,165,190 | 1,058,329 | 359,835,822,000 | 0.16 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 6,100,122 | 189,079 | 306,348,145,000 | 0.03 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 5,906,657 | -205,654 | 296,632,335,000 | 0.08 | |
Hist
| 06/30/2023 |
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ASPIRIANT, LLC
| 5,392,444 | -116,883 | 266,871,988,000 | 13.60 | |
Hist
| 12/31/2022 |
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SCS Capital Management LLC
| 4,900,833 | -680,293 | 246,119,816,000 | 6.05 | |
Hist
| 06/30/2023 |
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Corient Private Wealth LLC
| 4,567,143 | 4,567,143 | 229,361,844,000 | 0.53 | |
Hist
| 06/30/2023 |
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FRANKLIN RESOURCES INC
| 3,514,641 | -210,866 | 176,505,271,000 | 0.08 | |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| 2,876,440 | 1,370,310 | 145,720,450,000 | 0.25 | |
Hist
| 03/31/2023 |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
| 2,518,817 | 1,109,607 | 126,494,996,000 | 3.55 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 2,461,907 | 262,034 | 123,635,947,000 | 0.33 | |
Hist
| 06/30/2023 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 2,354,317 | -12,295 | 118,233,782,000 | 0.10 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 2,182,428 | 136,369 | 109,636,738,000 | 0.03 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 2,127,375 | 171,792 | 107,772,822,000 | 0.08 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 2,040,989 | -548,400 | 102,388,665,000 | | |
Hist
| 06/30/2023 |
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Members Trust Co
| 1,936,417 | 1,936,417 | 93,006,108,000 | 2.71 | |
Hist
| 09/30/2023 |
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Merriman Wealth Management, LLC
| 1,838,024 | 1,059,793 | 92,305,542,000 | 4.55 | |
Hist
| 06/30/2023 |
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Bleakley Financial Group, LLC
| 1,597,204 | 71,738 | 80,211,609,000 | 2.50 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,612,773 | 397,073 | 79,816,225,000 | 0.16 | |
Hist
| 12/31/2022 |
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Cerity Partners LLC
| 1,497,755 | -507,142 | 75,216,813,000 | 0.29 | |
Hist
| 06/30/2023 |
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First Ascent Asset Management, LLC
| 1,412,221 | 143,908 | 69,890,808,000 | 10.68 | |
Hist
| 12/31/2022 |
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Winthrop Advisory Group LLC
| 1,343,453 | 87,899 | 67,468,246,000 | 10.82 | |
Hist
| 06/30/2023 |
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Sequoia Financial Advisors, LLC
| 1,227,607 | 757,541 | 61,650,402,000 | 1.06 | |
Hist
| 06/30/2023 |
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BAKER BOYER NATIONAL BANK
| 1,114,466 | 155,564 | 55,968,407,000 | 20.69 | |
Hist
| 06/30/2023 |
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Lutz Financial Services LLC
| 1,069,007 | 325,550 | 53,685,532,000 | 5.77 | |
Hist
| 06/30/2023 |
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