PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,461,324
-6.1%
71,961
-2.0%
0.33%
-4.1%
Q2 2023$3,686,751
-3.5%
73,412
-2.7%
0.34%
-7.3%
Q1 2023$3,822,196
+13.1%
75,448
+10.5%
0.37%
+7.3%
Q4 2022$3,378,880
+1.4%
68,274
-1.3%
0.34%
-6.3%
Q3 2022$3,331,000
+1.9%
69,185
+5.7%
0.37%
+3.7%
Q2 2022$3,268,000
-40.7%
65,458
-38.8%
0.35%
-32.1%
Q1 2022$5,510,000
-12.1%
106,880
-6.4%
0.52%
-15.1%
Q4 2021$6,272,000
+1.2%
114,220
+0.9%
0.61%
-4.4%
Q3 2021$6,200,000
-4.7%
113,196
-3.7%
0.64%
-4.2%
Q2 2021$6,503,000
+10.4%
117,593
+9.1%
0.67%
-7.5%
Q1 2021$5,888,000
+0.8%
107,759
+1.8%
0.72%
-9.3%
Q4 2020$5,843,000
+0.2%
105,863
-1.2%
0.80%
-12.6%
Q3 2020$5,833,000
+13.0%
107,153
+12.4%
0.91%
+8.0%
Q2 2020$5,162,000
+11.8%
95,354
+7.3%
0.84%
-7.8%
Q1 2020$4,619,000
-5.0%
88,907
-2.1%
0.92%
+14.9%
Q4 2019$4,862,000
+12.7%
90,807
+12.8%
0.80%
+5.0%
Q3 2019$4,315,000
-1.4%
80,481
-2.6%
0.76%
-5.2%
Q2 2019$4,375,000
+5.0%
82,637
+3.2%
0.80%
+0.9%
Q1 2019$4,166,000
+7.4%
80,091
+5.4%
0.79%
-4.2%
Q4 2018$3,879,000
+32.4%
75,986
+30.7%
0.83%
+37.5%
Q3 2018$2,929,000
+3.1%
58,127
+4.1%
0.60%
+0.5%
Q2 2018$2,842,000
+3.0%
55,845
+2.6%
0.60%
+0.3%
Q1 2018$2,759,000
+2.8%
54,437
+4.6%
0.60%
+5.7%
Q4 2017$2,685,000
+16.6%
52,020
+16.7%
0.57%
+12.3%
Q3 2017$2,303,000
+4.3%
44,574
+4.2%
0.50%0.0%
Q2 2017$2,207,000
+14.6%
42,774
+13.2%
0.50%
+8.2%
Q1 2017$1,925,000
+125.9%
37,790
+124.4%
0.47%
+118.8%
Q4 2016$852,000
-0.5%
16,844
+1.7%
0.21%
-6.6%
Q3 2016$856,00016,5620.23%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders