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 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

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 Q3 2022
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders