Roundview Capital LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$246,321
-4.2%
5,1210.0%0.02%0.0%
Q2 2023$257,177
-2.6%
5,121
-1.7%
0.02%
-10.7%
Q1 2023$263,939
+6.2%
5,210
+3.8%
0.03%0.0%
Q4 2022$248,489
-0.2%
5,021
-2.9%
0.03%
-9.7%
Q3 2022$249,000
-11.4%
5,171
-5.2%
0.03%
+6.9%
Q1 2022$281,000
-9.6%
5,455
-3.6%
0.03%
-6.5%
Q4 2021$311,000
+24.9%
5,657
+24.2%
0.03%
+14.8%
Q3 2021$249,000
-1.2%
4,5540.0%0.03%
-3.6%
Q2 2021$252,0004,5540.03%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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