HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$20,408,844
-0.7%
424,300
+3.7%
0.90%
+3.3%
Q2 2023$20,547,562
+1.8%
409,151
+2.7%
0.87%
-5.1%
Q1 2023$20,178,635
+48436.7%
398,315
-52.6%
0.92%
-18.1%
Q4 2022$41,574
-86.0%
840,052
+13484.3%
1.12%
+5490.0%
Q3 2022$298,000
-44.6%
6,184
-42.6%
0.02%
-50.0%
Q2 2022$538,000
-68.5%
10,779
-67.5%
0.04%
-57.4%
Q1 2022$1,710,000
+68.1%
33,163
+79.0%
0.09%
+84.3%
Q4 2021$1,017,000
+12.4%
18,524
+12.1%
0.05%
+2.0%
Q3 2021$905,000
+10.8%
16,526
+11.9%
0.05%
+11.1%
Q2 2021$817,000
+3.5%
14,766
+2.2%
0.04%
-4.3%
Q1 2021$789,000
-7.9%
14,448
-6.9%
0.05%
-11.3%
Q4 2020$857,00015,5220.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders