SHEETS SMITH WEALTH MANAGEMENT - VANGUARD MUN BD FDS ownership

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
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
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$286,0005,3860.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,283,493$69,488,00020.83%
Leonard Rickey Investment Advisors P.L.L.C. 491,349$26,602,00017.32%
LWS Wealth Advisors, Inc. 319,364$17,290,0009.06%
SCS Capital Management LLC 7,344,990$397,658,0008.71%
Wealthfront Advisers LLC 18,058,372$977,680,0007.58%
First Ascent Asset Management, LLC 195,146$10,565,0007.53%
RIVERSEDGE ADVISORS, LLC 234,489$12,695,0007.41%
STEPH & CO 95,745$5,184,0005.17%
Compass Ion Advisors, LLC 106,544$5,768,0005.15%
Private Ocean, LLC 364,615$19,740,0004.84%
View complete list of VANGUARD MUN BD FDS shareholders