Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$27,962,799
+4.4%
581,347
+9.0%
1.97%
+12.3%
Q2 2023$26,785,036
-14.6%
533,354
-13.9%
1.75%
+1.9%
Q1 2023$31,370,205
+17.2%
619,230
+14.5%
1.72%
-1.3%
Q4 2022$26,773,374
-7.9%
540,986
-10.4%
1.74%
-17.0%
Q3 2022$29,074,000
+162.8%
603,951
+172.5%
2.10%
+168.3%
Q2 2022$11,064,000
-59.6%
221,638
-58.3%
0.78%
-53.3%
Q1 2022$27,379,000
+0.2%
531,109
+6.7%
1.68%
-1.4%
Q4 2021$27,335,000
-13.3%
497,813
-13.6%
1.70%
-29.2%
Q3 2021$31,540,000
-2.8%
575,870
-1.9%
2.40%
-3.5%
Q2 2021$32,465,000
-2.0%
587,074
-3.2%
2.49%
-11.7%
Q1 2021$33,121,000
+41.0%
606,176
+42.4%
2.82%
+26.7%
Q4 2020$23,491,000
+76.9%
425,639
+74.5%
2.23%
+120.5%
Q3 2020$13,279,000
+31.3%
243,926
+30.5%
1.01%
-26.0%
Q2 2020$10,117,000
+13.1%
186,874
+10.5%
1.36%
-4.9%
Q1 2020$8,945,000
+3.2%
169,086
+4.5%
1.44%
+16.6%
Q4 2019$8,665,000
+10.4%
161,834
+10.5%
1.23%
-4.8%
Q3 2019$7,850,000
+12.4%
146,407
+11.2%
1.29%
-21.7%
Q2 2019$6,986,000
+77.4%
131,630
+74.3%
1.65%
+88.8%
Q1 2019$3,938,000
+423.7%
75,520
+412.9%
0.88%
+232.7%
Q4 2018$752,000
+143.4%
14,723
+140.7%
0.26%
+171.1%
Q3 2018$309,000
-12.5%
6,116
-11.7%
0.10%
-12.6%
Q2 2018$353,000
-0.6%
6,926
-0.8%
0.11%
-6.7%
Q1 2018$355,000
-20.0%
6,979
-18.8%
0.12%0.0%
Q4 2017$444,000
+48.0%
8,592
+48.0%
0.12%
+4.4%
Q3 2017$300,000
+0.7%
5,807
+0.1%
0.11%
-8.1%
Q2 2017$298,000
+1.4%
5,8020.0%0.12%
+9.7%
Q1 2017$294,0005,8020.11%
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