ProVise Management Group, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,270,754
-9.8%
26,419
-5.8%
0.12%
-7.8%
Q2 2023$1,408,370
+296.4%
28,044
+299.8%
0.13%
+276.5%
Q1 2023$355,329
-1.2%
7,014
-3.5%
0.03%
-5.6%
Q4 2022$359,693
-50.7%
7,268
-52.0%
0.04%
-55.6%
Q3 2022$729,000
+66.1%
15,145
+72.4%
0.08%
+72.3%
Q2 2022$439,000
-22.8%
8,785
-20.5%
0.05%
-13.0%
Q1 2022$569,000
-22.4%
11,044
-17.3%
0.05%
-18.2%
Q4 2021$733,000
-25.0%
13,350
-25.1%
0.07%
-32.0%
Q3 2021$977,000
+91.2%
17,835
+93.0%
0.10%
+86.5%
Q2 2021$511,000
+1.2%
9,2400.0%0.05%
-3.7%
Q1 2021$505,000
-1.0%
9,2400.0%0.05%
-8.5%
Q4 2020$510,0009,2400.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
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