VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,045 filers reported holding VANGUARD MUN BD FDS in Q2 2024. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $209,305 | +1.2% | 4,136 | +2.0% | 0.02% | -20.7% |
Q4 2023 | $206,912 | -10.4% | 4,053 | -12.4% | 0.03% | -23.7% |
Q2 2022 | $231,000 | -70.2% | 4,626 | -69.2% | 0.04% | -64.5% |
Q1 2022 | $775,000 | -11.0% | 15,039 | -5.2% | 0.11% | -0.9% |
Q4 2021 | $871,000 | -49.2% | 15,870 | -49.3% | 0.11% | -53.6% |
Q3 2021 | $1,714,000 | -6.1% | 31,302 | -5.1% | 0.23% | -5.3% |
Q2 2021 | $1,825,000 | +0.8% | 32,997 | -0.4% | 0.25% | -7.5% |
Q1 2021 | $1,810,000 | -1.6% | 33,130 | -0.6% | 0.27% | -4.3% |
Q4 2020 | $1,839,000 | +14.2% | 33,317 | +12.6% | 0.28% | -0.7% |
Q3 2020 | $1,611,000 | +0.7% | 29,600 | +0.1% | 0.28% | -12.5% |
Q2 2020 | $1,600,000 | +14.1% | 29,557 | +11.5% | 0.32% | +8.8% |
Q1 2020 | $1,402,000 | +20.2% | 26,510 | +21.8% | 0.29% | +31.8% |
Q4 2019 | $1,166,000 | +163.8% | 21,772 | +164.2% | 0.22% | +145.1% |
Q3 2019 | $442,000 | +54.5% | 8,240 | +53.0% | 0.09% | +54.2% |
Q2 2019 | $286,000 | – | 5,386 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ackerman Capital Advisors, LLC | 1,283,493 | $69,488,000 | 20.83% |
Leonard Rickey Investment Advisors P.L.L.C. | 491,349 | $26,602,000 | 17.32% |
LWS Wealth Advisors, Inc. | 319,364 | $17,290,000 | 9.06% |
SCS Capital Management LLC | 7,344,990 | $397,658,000 | 8.71% |
Wealthfront Advisers LLC | 18,058,372 | $977,680,000 | 7.58% |
First Ascent Asset Management, LLC | 195,146 | $10,565,000 | 7.53% |
RIVERSEDGE ADVISORS, LLC | 234,489 | $12,695,000 | 7.41% |
STEPH & CO | 95,745 | $5,184,000 | 5.17% |
Compass Ion Advisors, LLC | 106,544 | $5,768,000 | 5.15% |
Private Ocean, LLC | 364,615 | $19,740,000 | 4.84% |