Modera Wealth Management, LLC - 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
Modera Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$30,034,358
-7.2%
624,415
-3.1%
0.57%
-3.7%
Q2 2023$32,360,415
-1.0%
644,373
-0.1%
0.59%
-53.6%
Q1 2023$32,685,747
+5.6%
645,198
+3.1%
1.27%
+0.7%
Q4 2022$30,964,942
+97.2%
625,681
+91.8%
1.26%
+58.2%
Q3 2022$15,705,000
-6.9%
326,242
-3.5%
0.80%
-0.9%
Q2 2022$16,868,000
+102.6%
337,903
+109.2%
0.80%
+117.6%
Q1 2022$8,326,000
-3.2%
161,513
+3.1%
0.37%
+12.5%
Q4 2021$8,601,000
+11.4%
156,630
+11.1%
0.33%
-17.4%
Q3 2021$7,724,000
+1.9%
141,019
+2.8%
0.40%
-2.9%
Q2 2021$7,583,000
+5.9%
137,131
+4.6%
0.41%
-12.0%
Q1 2021$7,161,000
-1.2%
131,064
-0.2%
0.46%
-19.1%
Q4 2020$7,248,000
+1220.2%
131,341
+1202.1%
0.58%
+609.9%
Q3 2020$549,000
+108.7%
10,087
+107.5%
0.08%
+92.9%
Q2 2020$263,000
+2.3%
4,8620.0%0.04%
-22.2%
Q1 2020$257,000
-1.2%
4,8620.0%0.05%
+31.7%
Q4 2019$260,000
+8.3%
4,862
+8.7%
0.04%
+2.5%
Q3 2019$240,0004,4740.04%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders