Annex Advisory Services, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 881 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$482,276
+1.9%
9,624
+2.9%
0.02%0.0%
Q1 2024$473,216
-88.3%
9,352
-88.2%
0.02%
-89.9%
Q4 2023$4,036,030
+429.6%
79,060
+399.0%
0.17%
+265.2%
Q3 2023$762,130
-37.6%
15,844
-34.9%
0.05%
-32.4%
Q2 2023$1,221,529
-2.9%
24,323
-2.1%
0.07%
+1.5%
Q1 2023$1,258,555
-42.7%
24,843
-44.0%
0.07%
-46.0%
Q4 2022$2,194,733
+67.7%
44,347
+63.0%
0.12%
+40.9%
Q3 2022$1,309,000
-16.6%
27,201
-13.5%
0.09%
-22.1%
Q2 2022$1,570,000
+71.2%
31,459
+76.8%
0.11%
+68.7%
Q1 2022$917,00017,7930.07%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2023
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