LVW Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2021
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