Summit Asset Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$267,196
-4.2%
5,5550.0%0.07%
-1.4%
Q2 2023$278,972
-0.9%
5,5550.0%0.07%
-3.9%
Q1 2023$281,416
+2.4%
5,5550.0%0.08%
-3.8%
Q4 2022$274,917
+3.0%
5,5550.0%0.08%
-7.0%
Q3 2022$267,000
+17.1%
5,555
+21.8%
0.09%
+21.1%
Q2 2022$228,000
-3.0%
4,5600.0%0.07%
+6.0%
Q1 2022$235,000
-55.2%
4,560
-52.3%
0.07%
-55.0%
Q4 2021$525,0009,5650.15%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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