SRS Capital Advisors, Inc. - 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
SRS Capital Advisors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$650,290
-5.3%
13,520
-1.1%
0.08%
-8.0%
Q2 2023$686,719
+2.4%
13,674
+3.3%
0.09%
-1.1%
Q1 2023$670,691
+0.9%
13,239
-1.4%
0.09%
-3.3%
Q4 2022$664,464
+2.9%
13,426
+0.0%
0.09%
-9.8%
Q3 2022$646,000
+75.5%
13,420
+82.2%
0.10%
+82.1%
Q2 2022$368,000
-8.0%
7,364
-5.0%
0.06%
+5.7%
Q1 2022$400,000
-16.8%
7,751
-11.6%
0.05%
-13.1%
Q4 2021$481,000
-8.7%
8,768
-8.8%
0.06%
-15.3%
Q3 2021$527,0000.0%9,615
+0.8%
0.07%0.0%
Q2 2021$527,000
+9.1%
9,534
+9.0%
0.07%
+1.4%
Q4 2020$483,000
+3.9%
8,750
+2.4%
0.07%
-9.0%
Q3 2020$465,000
-20.2%
8,544
-20.6%
0.08%
-25.0%
Q2 2020$583,000
+105.3%
10,764
+100.6%
0.10%
+60.0%
Q1 2020$284,000
-3.7%
5,367
-2.6%
0.06%
-23.5%
Q4 2019$295,000
+0.7%
5,512
+0.8%
0.08%
-3.4%
Q3 2019$293,000
+12.7%
5,468
+11.5%
0.09%
+1.1%
Q2 2019$260,000
-47.6%
4,903
-49.5%
0.09%
-55.8%
Q4 2018$496,000
+77.1%
9,707
+75.1%
0.20%
+74.3%
Q3 2018$280,0005,5450.11%
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