FORVIS Wealth Advisors, 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
FORVIS Wealth Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$11,106,735
+0.7%
230,909
+5.1%
0.34%
+3.7%
Q2 2023$11,034,832
-10.2%
219,729
-9.4%
0.32%
-19.7%
Q1 2023$12,282,454
-8.0%
242,448
-10.1%
0.40%
-13.9%
Q4 2022$13,345,511
+31.5%
269,660
+27.9%
0.47%
+13.9%
Q3 2022$10,151,000
-17.0%
210,878
-13.9%
0.41%
-17.2%
Q2 2022$12,226,000
+35.1%
244,909
+39.5%
0.50%
+29.2%
Q1 2022$9,048,000
+37.8%
175,512
+46.8%
0.38%
+38.8%
Q4 2021$6,565,000
+0.0%
119,567
-0.2%
0.28%
-8.6%
Q3 2021$6,563,000
-1.7%
119,837
-0.7%
0.30%
-2.9%
Q2 2021$6,676,000
-6.0%
120,729
-7.1%
0.31%
-11.9%
Q1 2021$7,099,000
+25.6%
129,918
+26.9%
0.35%
+24.7%
Q4 2020$5,650,000
+2.4%
102,368
+1.0%
0.28%
-11.8%
Q3 2020$5,519,000
+2.8%
101,379
+2.3%
0.32%
-7.8%
Q2 2020$5,367,000
-58.7%
99,127
-59.7%
0.35%
-67.4%
Q1 2020$13,002,000
-9.9%
245,789
-8.8%
1.07%
+2.6%
Q4 2019$14,428,000
+15.2%
269,481
+15.4%
1.04%
+3.7%
Q3 2019$12,522,000
+11.3%
233,538
+10.2%
1.00%
+10.0%
Q2 2019$11,246,000
+19.1%
211,915
+17.1%
0.91%
+16.3%
Q1 2019$9,439,000
+191.8%
180,989
+185.6%
0.78%
+136.6%
Q4 2018$3,235,000
+88.7%
63,361
+86.7%
0.33%
+120.7%
Q3 2018$1,714,000
+36.2%
33,943
+37.5%
0.15%
+23.0%
Q2 2018$1,258,000
-4.3%
24,678
-4.6%
0.12%
-7.6%
Q1 2018$1,315,000
-1.7%
25,867
-0.1%
0.13%
-1.5%
Q4 2017$1,338,000
+98.8%
25,899
+98.7%
0.13%
+81.1%
Q3 2017$673,000
-3.7%
13,037
-4.3%
0.07%
-6.3%
Q2 2017$699,000
+2.0%
13,619
+0.7%
0.08%
-6.0%
Q1 2017$685,000
+143.8%
13,531
+142.1%
0.08%
+127.0%
Q4 2016$281,0005,5900.04%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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