Regis Management CO LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Regis Management CO LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$7,193
-4.2%
149,5430.0%2.46%0.0%
Q2 2023$7,510
-0.9%
149,5430.0%2.46%
-3.8%
Q1 2023$7,576
-3.0%
149,543
-5.2%
2.56%
+41.8%
Q4 2022$7,807
-99.9%
157,743
-20.8%
1.80%
-22.6%
Q3 2022$9,593,000
+0.6%
199,268
+4.3%
2.33%
+8.8%
Q2 2022$9,538,000
-3.2%
191,0680.0%2.14%
+21.7%
Q1 2022$9,850,000
-6.1%
191,0680.0%1.76%
+1.9%
Q4 2021$10,492,000
+0.3%
191,0680.0%1.72%
-4.9%
Q3 2021$10,465,000
-1.0%
191,0680.0%1.81%
+1.6%
Q2 2021$10,566,000
+1.2%
191,0680.0%1.78%
-4.2%
Q1 2021$10,440,000
-1.0%
191,0680.0%1.86%
-4.4%
Q4 2020$10,545,000
+1.4%
191,0680.0%1.95%
-9.6%
Q3 2020$10,402,000
-89.9%
191,0680.0%2.15%
-5.9%
Q2 2020$103,444,000
+923.5%
191,0680.0%2.29%
-1.6%
Q1 2020$10,107,000
-14.3%
191,068
-13.3%
2.32%
+27.4%
Q4 2019$11,799,000
-50.1%
220,377
-50.0%
1.82%
-8.9%
Q3 2019$23,634,000
+1.0%
440,7540.0%2.00%
+12.2%
Q2 2019$23,390,000
+1.8%
440,7540.0%1.78%
-1.4%
Q1 2019$22,986,000
-2.8%
440,754
-4.8%
1.81%
-10.1%
Q4 2018$23,644,000
+371.3%
463,154
+366.3%
2.01%
+168.9%
Q3 2018$5,017,000
-0.9%
99,3180.0%0.75%
-3.1%
Q2 2018$5,063,000
-0.7%
99,318
-1.1%
0.77%
-0.8%
Q1 2018$5,101,000
-1.7%
100,3760.0%0.78%
+0.6%
Q4 2017$5,187,000
+0.0%
100,3760.0%0.77%
-3.9%
Q3 2017$5,185,000
+0.7%
100,3760.0%0.80%
-6.2%
Q2 2017$5,151,000
+1.3%
100,3760.0%0.86%
+0.8%
Q1 2017$5,083,000
-20.6%
100,376
-21.2%
0.85%
-27.3%
Q4 2016$6,402,000127,3761.17%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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