Filing Research | VANGUARD MUN BD FDS Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Verum Partners LLC	Shares	841.1KSH	$64.3M
2	Aprio Wealth Management, LLC	Shares	571.7KSH	$43.7M
3	Mills Wealth Advisors LLC	Shares	450.8KSH	$34.4M
4	Confluence Wealth Services, Inc.	Shares	329.9KSH	$25.2M
5	San Luis Wealth Advisors LLC	Shares	214.1KSH	$16.4M
6	MB, LEVIS & ASSOCIATES, LLC	Shares	182.9KSH	$14.0M
7	CGN Advisors LLC	Shares	173.1KSH	$13.2M
8	Tradewinds Capital Management, LLC	Shares	154.0KSH	$11.8M
9	Mallini Complete Financial Planning LLC	Shares	131.8KSH	$10.1M
10	Verus Financial Partners, Inc.	Shares	118.9KSH	$9.1M
11	PENNEY FINANCIAL, LLC	Shares	113.4KSH	$8.7M
12	Keystone Financial Group, Inc.	Shares	109.1KSH	$8.3M
13	Physician Wealth Advisors, Inc.	Shares	88.7KSH	$6.8M
14	Physician Wealth Solutions Inc.	Shares	74.7KSH	$5.7M
15	EQ WEALTH ADVISORS, LLC	Shares	65.6KSH	$5.0M
16	QUANTUM FINANCIAL PARTNERS LLC	Shares	63.1KSH	$4.8M
17	Beaird Harris Wealth Management, LLC	Shares	55.4KSH	$4.2M
18	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	36.5KSH	$2.8M
19	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	35.4KSH	$2.7M
20	Sunpointe, LLC	Shares	31.0KSH	$2.4M
21	Capital Investment Services of America, Inc.	Shares	28.8KSH	$2.2M
22	CRA Financial Services, LLC	Shares	24.9KSH	$1.9M
23	Valeo Financial Advisors, LLC	Shares	24.4KSH	$1.9M
24	Burton Enright Welch	Shares	23.3KSH	$1.8M
25	SJS Investment Consulting Inc.	Shares	20.4KSH	$1.6M
26	NavPoint Financial, Inc.	Shares	18.1KSH	$1.4M
27	Lynch Investment Planning, LLC	Shares	17.6KSH	$1.3M
28	Oak Wealth Advisors LLC	Shares	17.2KSH	$1.3M
29	L.K. Benson & Company, P.C.	Shares	16.1KSH	$1.2M
30	Sprinkle Financial Consultants LLC	Shares	13.4KSH	$1.0M
31	ABLE Financial Group, LLC	Shares	11.8KSH	$904.2K
32	Outbound Financial Inc	Shares	10.5KSH	$803.2K
33	Breakwater Capital Group	Shares	10.4KSH	$791.5K
34	TITLEIST ASSET MANAGEMENT, LLC	Shares	10.0KSH	$762.2K
35	Newman Dignan & Sheerar, Inc.	Shares	9.7KSH	$743.0K
36	Traub Capital Management LLC	Shares	9.2KSH	$702.7K
37	Sincerus Advisory, LLC	Shares	8.9KSH	$676.7K
38	Sequoia Financial Advisors, LLC	Shares	8.2KSH	$628.2K
39	Prentice Wealth Management LLC	Shares	7.2KSH	$549.7K
40	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	6.4KSH	$492.3K
41	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	5.9KSH	$453.2K
42	Cypress Point Wealth Management, LLC	Shares	5.8KSH	$440.3K
43	Evanson Financial, LLC	Shares	5.6KSH	$427.8K
44	Sowell Financial Services LLC	Shares	5.5KSH	$416.4K
45	Global Wealth Management, LLC	Shares	4.0KSH	$301.9K
46	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	3.8KSH	$286.9K
47	Capital Advisors Wealth Management, LLC	Shares	3.6KSH	$272.7K
48	BURNEY CO/	Shares	3.2KSH	$241.3K
49	FLAGSHIP HARBOR ADVISORS, LLC	Shares	2.9KSH	$221.6K
50	Leonard Rickey Investment Advisors P.L.L.C.	Shares	2.7KSH	$207.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 51 loaded

#		Instrument
1	Verum Partners LLC added	Shares	+238.8K	+$19.0M	$64.3M
2	Tradewinds Capital Management, LLC new	Shares	+154.0K	+$11.8M	$11.8M
3	Mallini Complete Financial Planning LLC new	Shares	+131.8K	+$10.1M	$10.1M
4	PENNEY FINANCIAL, LLC new	Shares	+113.4K	+$8.7M	$8.7M
5	Confluence Wealth Services, Inc. added	Shares	+60.5K	+$5.0M	$25.2M
6	Mills Wealth Advisors LLC added	Shares	+51.6K	+$4.4M	$34.4M
7	Keystone Financial Group, Inc. added	Shares	+49.4K	+$3.9M	$8.3M
8	Beaird Harris Wealth Management, LLC added	Shares	+29.2K	+$2.3M	$4.2M
9	Verus Financial Partners, Inc. added	Shares	+21.4K	+$1.7M	$9.1M
10	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+20.9K	+$1.6M	$2.8M
11	EQ WEALTH ADVISORS, LLC added	Shares	+12.4K	+$1.0M	$5.0M
12	Newman Dignan & Sheerar, Inc. added	Shares	+6.4K	+$493.9K	$743.0K
13	Lynch Investment Planning, LLC added	Shares	+5.2K	+$413.8K	$1.3M
14	Physician Wealth Solutions Inc. added	Shares	+3.6K	+$365.5K	$5.7M
15	NavPoint Financial, Inc. added	Shares	+3.8K	+$307.0K	$1.4M
16	MB, LEVIS & ASSOCIATES, LLC added	Shares	+1.0K	+$303.9K	$14.0M
17	CGN Advisors LLC added	Shares	+772	+$274.3K	$13.2M
18	Capital Advisors Wealth Management, LLC new	Shares	+3.6K	+$272.7K	$272.7K
19	Sincerus Advisory, LLC added	Shares	+3.2K	+$248.0K	$676.7K
20	BURNEY CO/ new	Shares	+3.2K	+$241.3K	$241.3K
21	Physician Wealth Advisors, Inc. added	Shares	+1.5K	+$220.6K	$6.8M
22	L.K. Benson & Company, P.C. added	Shares	+2.7K	+$219.6K	$1.2M
23	SJS Investment Consulting Inc. added	Shares	+2.5K	+$213.4K	$1.6M
24	Leonard Rickey Investment Advisors P.L.L.C. new	Shares	+2.7K	+$207.0K	$207.0K
25	Burton Enright Welch added	Shares	+1.9K	+$175.7K	$1.8M
26	Capital Investment Services of America, Inc. added	Shares	+1.3K	+$133.6K	$2.2M
27	Oak Wealth Advisors LLC added	Shares	+1.5K	+$130.7K	$1.3M
28	Valeo Financial Advisors, LLC added	Shares	+1.3K	+$129.0K	$1.9M
29	Sunpointe, LLC added	Shares	+1.1K	+$122.2K	$2.4M
30	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+1.0K	+$119.3K	$2.7M
31	Breakwater Capital Group added	Shares	+1.0K	+$89.7K	$791.5K
32	Sprinkle Financial Consultants LLC added	Shares	+124	+$26.1K	$1.0M
33	Sequoia Financial Advisors, LLC added	Shares	+154	+$21.9K	$628.2K
34	Prentice Wealth Management LLC added	Shares	+150	+$20.3K	$549.7K
35	ABLE Financial Group, LLC unchanged	Shares	0	+$14.8K	$904.2K
36	Outbound Financial Inc unchanged	Shares	0	+$13.1K	$803.2K
37	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+55	+$11.5K	$453.2K
38	Traub Capital Management LLC unchanged	Shares	0	+$11.5K	$702.7K
39	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV unchanged	Shares	0	+$8.1K	$492.3K
40	Global Wealth Management, LLC added	Shares	+36	+$7.7K	$301.9K
41	Sowell Financial Services LLC unchanged	Shares	0	+$6.8K	$416.4K
42	CRA Financial Services, LLC trimmed	Shares	-340	+$5.6K	$1.9M
43	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	+$3.6K	$221.6K
44	Trust Co unchanged	Shares	0	+$1.1K	$66.4K
45	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$61
46	ENTRUST FINANCIAL LLC trimmed	Shares	-25	-$1.8K	$1.9K
47	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-1.5K	-$96.6K	$762.2K
48	Cypress Point Wealth Management, LLC trimmed	Shares	-1.8K	-$125.3K	$440.3K
49	VOISARD ASSET MANAGEMENT GROUP, INC. trimmed	Shares	-6.0K	-$447.7K	$286.9K
50	San Luis Wealth Advisors LLC trimmed	Shares	-16.3K	-$960.8K	$16.4M

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