BSW Wealth Partners - 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 Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$37,753,912
+5.0%
753,421
+6.0%
6.20%
+1.7%
Q1 2024$35,959,726
+0.2%
710,667
+1.1%
6.09%
-14.4%
Q4 2023$35,895,182
+2.5%
703,138
-3.4%
7.12%
-8.6%
Q3 2023$35,015,765
-1.4%
727,979
+2.9%
7.79%
+5.1%
Q2 2023$35,514,793
+15.8%
707,184
+16.8%
7.41%
+17.9%
Q1 2023$30,674,267
+118452.5%
605,493
+15.8%
6.28%
+13.1%
Q4 2022$25,874
-99.9%
522,823
-46.2%
5.56%
-51.6%
Q3 2022$46,787,000
+6.0%
971,892
+10.0%
11.49%
+8.7%
Q2 2022$44,119,000883,79410.57%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders