Perigon Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 383 filers reported holding VANGUARD MUN BD FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$13,472,928
-52.3%
280,102
-50.2%
0.55%
-1.6%
Q2 2023$28,261,302
+81.2%
562,750
+82.8%
0.56%
-37.4%
Q1 2023$15,593,675
-32.6%
307,810
-34.2%
0.89%
+23.6%
Q4 2022$23,148,016
+136.7%
467,732
+130.2%
0.72%
-15.1%
Q3 2022$9,780,000
-6.4%
203,158
-2.9%
0.84%
-3.2%
Q2 2022$10,445,000
+588.1%
209,239
+610.8%
0.87%
+715.9%
Q1 2022$1,518,000
+20.9%
29,439
+28.7%
0.11%
+18.9%
Q4 2021$1,256,000
+24.4%
22,868
+24.1%
0.09%
+2.3%
Q3 2021$1,010,000
+14.8%
18,433
+15.9%
0.09%
+12.8%
Q2 2021$880,000
+13.3%
15,911
+11.9%
0.08%
-1.3%
Q1 2021$777,000
+63.2%
14,222
+64.9%
0.08%
+43.6%
Q4 2020$476,000
+3.9%
8,624
+2.5%
0.06%
-14.1%
Q3 2020$458,000
+60.7%
8,415
+59.8%
0.06%
+42.2%
Q2 2020$285,000
+17.8%
5,267
+17.0%
0.04%
-8.2%
Q4 2019$242,000
-97.5%
4,500
-97.8%
0.05%
-94.2%
Q3 2011$9,780,000203,1580.84%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders