LVW Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,155,023
-1.3%
86,383
+3.1%
0.86%
+5.9%
Q2 2023$4,207,884
+1.5%
83,789
+2.3%
0.81%
-0.2%
Q1 2023$4,147,332
+14.4%
81,866
+11.8%
0.81%
+10.0%
Q4 2022$3,624,796
-2.2%
73,243
-4.9%
0.74%
-11.1%
Q3 2022$3,708,000
+8.6%
77,021
+12.6%
0.83%
+19.3%
Q2 2022$3,415,000
-7.3%
68,403
-4.3%
0.70%
+11.6%
Q1 2022$3,685,000
-4.7%
71,472
+1.5%
0.62%
-5.5%
Q4 2021$3,868,000
-0.1%
70,438
-0.4%
0.66%
-1.2%
Q3 2021$3,872,000
-1.9%
70,704
-0.9%
0.67%
-4.7%
Q2 2021$3,946,000
+8.9%
71,356
+7.6%
0.70%
+0.6%
Q1 2021$3,625,000
-5.4%
66,338
-4.4%
0.70%
-9.4%
Q4 2020$3,831,000
+6.2%
69,406
+4.7%
0.77%
-3.4%
Q3 2020$3,608,000
+102.0%
66,274
+100.9%
0.80%
+84.5%
Q2 2020$1,786,000
+75.8%
32,989
+71.8%
0.43%
+59.6%
Q1 2020$1,016,000
-53.2%
19,204
-52.6%
0.27%
-45.0%
Q4 2019$2,170,000
-5.1%
40,531
-5.0%
0.49%
-13.4%
Q3 2019$2,287,000
+116.0%
42,654
+113.8%
0.57%
+93.5%
Q2 2019$1,059,00019,9500.29%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders