Simplicity 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
Simplicity Solutions, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$65,274,659
-18.6%
1,357,062
-15.0%
2.10%
-4.3%
Q2 2023$80,211,609
+3.8%
1,597,204
+4.7%
2.19%
+8.1%
Q1 2023$77,280,087
+211.8%
1,525,466
+204.6%
2.03%
-39.9%
Q4 2022$24,781,957
+62.0%
500,747
+57.6%
3.37%
+52.0%
Q3 2022$15,300,000
+47.5%
317,833
+53.0%
2.22%
+64.9%
Q2 2022$10,372,000
-56.6%
207,779
-55.2%
1.34%
-54.2%
Q1 2022$23,919,000
-46.6%
463,992
-43.1%
2.94%
-41.3%
Q4 2021$44,802,000
+199.6%
815,930
+198.8%
5.00%
+117.5%
Q3 2021$14,956,000
+96.3%
273,065
+98.2%
2.30%
+52.6%
Q2 2021$7,619,000
+12.5%
137,782
+11.2%
1.51%
+1.1%
Q1 2021$6,773,000
+826.5%
123,958
+835.4%
1.49%
+13454.5%
Q4 2020$731,000
-30.6%
13,252
-31.6%
0.01%
-42.1%
Q3 2020$1,054,000
+160.9%
19,367
+159.9%
0.02%
+137.5%
Q2 2020$404,000
-70.9%
7,453
-71.6%
0.01%
-81.4%
Q1 2020$1,388,00026,2350.04%
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