McKinley Carter Wealth Services, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$13,506,785
+10.8%
280,806
+15.7%
1.07%
+17.4%
Q2 2023$12,185,517
+13.8%
242,643
+14.8%
0.92%
+9.3%
Q1 2023$10,704,383
+22.8%
211,299
+20.0%
0.84%
+13.3%
Q4 2022$8,717,113
+37.7%
176,139
+33.9%
0.74%
+25.5%
Q3 2022$6,330,000
+39.5%
131,501
+44.7%
0.59%
+46.5%
Q2 2022$4,538,000
-84.7%
90,896
-84.2%
0.40%
-82.6%
Q1 2022$29,602,000
+25.7%
574,243
+33.9%
2.32%
+31.8%
Q4 2021$23,551,000
+3323.1%
428,902
+3312.7%
1.76%
+3037.5%
Q3 2021$688,000
+21.6%
12,568
+22.8%
0.06%
+19.1%
Q2 2021$566,00010,2320.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
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