FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,868,685
-7.1%
38,850
-3.0%
0.12%
-5.5%
Q2 2023$2,011,311
-0.9%
40,0500.0%0.13%
-3.8%
Q1 2023$2,028,933
+2.4%
40,0500.0%0.13%
-2.9%
Q4 2022$1,982,075
+68.1%
40,050
+63.5%
0.14%
+61.9%
Q3 2022$1,179,000
-7.7%
24,500
-4.3%
0.08%
-5.6%
Q2 2022$1,277,000
-3.3%
25,600
-0.1%
0.09%
+8.5%
Q1 2022$1,320,000
-6.1%
25,6210.0%0.08%
-8.9%
Q4 2021$1,406,000
+0.3%
25,621
+0.1%
0.09%
-6.2%
Q3 2021$1,402,000
-0.9%
25,6000.0%0.10%
-1.0%
Q2 2021$1,415,000
+1.2%
25,6000.0%0.10%
+94.0%
Q1 2021$1,398,000
-1.0%
25,6000.0%0.05%
-13.8%
Q4 2020$1,412,000
+0.7%
25,600
-0.6%
0.06%
-12.1%
Q3 2020$1,402,000
+0.6%
25,7660.0%0.07%
-1.5%
Q2 2020$1,394,000
+2.3%
25,7660.0%0.07%
-17.3%
Q1 2020$1,363,000
-4.8%
25,766
-3.7%
0.08%
+15.7%
Q4 2019$1,432,000
-7.1%
26,750
-7.0%
0.07%
-7.9%
Q3 2019$1,541,000
+1.0%
28,7500.0%0.08%
-1.3%
Q2 2019$1,525,000
+2.5%
28,750
+0.7%
0.08%
-3.8%
Q1 2019$1,488,000
+9.8%
28,550
+7.5%
0.08%
-1.2%
Q4 2018$1,355,000
+35.5%
26,550
+34.1%
0.08%
+44.6%
Q3 2018$1,000,000
-0.9%
19,8000.0%0.06%
-5.1%
Q2 2018$1,009,000
+0.3%
19,8000.0%0.06%
-6.3%
Q1 2018$1,006,00019,8000.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders