Creative Planning - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 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
Creative Planning ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,033,964,323
+4.2%
21,496,140
+8.8%
1.38%
+4.4%
Q2 2023$992,048,916
-1.9%
19,754,060
-1.0%
1.32%
-9.2%
Q1 2023$1,010,923,490
+4.6%
19,955,063
+2.2%
1.46%
+0.1%
Q4 2022$966,625,131
+8.5%
19,531,726
+5.6%
1.45%
-5.6%
Q3 2022$890,653,000
+1.8%
18,501,319
+5.6%
1.54%
+6.9%
Q2 2022$874,786,000
+30.9%
17,523,749
+35.2%
1.44%
+39.2%
Q1 2022$668,031,000
+58.7%
12,958,898
+69.1%
1.04%
+53.1%
Q4 2021$420,849,000
+19.9%
7,664,345
+19.6%
0.68%
+8.5%
Q3 2021$351,002,000
+10.7%
6,408,663
+11.7%
0.62%
+10.7%
Q2 2021$317,160,000
+4.6%
5,735,271
+3.4%
0.56%
-7.9%
Q1 2021$303,078,000
+34.7%
5,546,819
+36.0%
0.61%
+23.4%
Q4 2020$225,032,000
-6.6%
4,077,398
-7.9%
0.50%
-21.3%
Q3 2020$240,993,000
+10.2%
4,426,756
+9.6%
0.63%
-0.6%
Q2 2020$218,710,000
+4.8%
4,039,709
+2.4%
0.63%
-14.5%
Q1 2020$208,606,000
+1090.5%
3,943,394
+1105.0%
0.74%
+1296.2%
Q4 2019$17,522,000
-0.1%
327,264
+0.0%
0.05%
-7.0%
Q3 2019$17,545,000
-1.4%
327,203
-2.4%
0.06%
-5.0%
Q2 2019$17,792,000
+97.7%
335,257
+94.3%
0.06%
+87.5%
Q1 2019$9,000,000
-4.1%
172,582
-6.1%
0.03%
-15.8%
Q4 2018$9,381,000
-28.1%
183,764
-28.9%
0.04%
-20.8%
Q3 2018$13,046,000
+14.0%
258,294
+15.1%
0.05%
+6.7%
Q2 2018$11,440,000
+1.3%
224,401
+1.0%
0.04%
-2.2%
Q1 2018$11,293,000
+13.1%
222,220
+15.0%
0.05%
+7.0%
Q4 2017$9,987,000
+3.6%
193,270
+3.6%
0.04%
-4.4%
Q3 2017$9,641,000
+0.3%
186,618
-0.4%
0.04%
-8.2%
Q2 2017$9,612,000
+5.0%
187,288
+3.6%
0.05%
-2.0%
Q1 2017$9,157,000
-7.2%
180,822
-7.9%
0.05%
-16.7%
Q4 2016$9,866,000
+1017.3%
196,293
+1059.8%
0.06%
+900.0%
Q3 2016$883,000
+10.1%
16,924
+11.2%
0.01%0.0%
Q2 2016$802,000
+0.8%
15,215
-1.6%
0.01%0.0%
Q1 2016$796,000
+489.6%
15,467
+484.8%
0.01%
+500.0%
Q4 2015$135,000
+5.5%
2,645
+3.9%
0.00%0.0%
Q3 2015$128,0002,5460.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders