Fort Point Capital Partners LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$22,326,288
-17.8%
464,164
-14.2%
3.40%
-11.3%
Q2 2023$27,159,277
+24.2%
540,806
+25.3%
3.83%
+15.5%
Q1 2023$21,870,429
+25.8%
431,710
+22.9%
3.32%
+22.4%
Q4 2022$17,382,818
+40.8%
351,239
+37.0%
2.71%
+31.7%
Q3 2022$12,345,000
-10.6%
256,446
-7.3%
2.06%
-8.7%
Q2 2022$13,814,000
-7.4%
276,721
-4.4%
2.26%
+8.5%
Q1 2022$14,915,000
-39.4%
289,338
-35.4%
2.08%
-37.0%
Q4 2021$24,601,000
+1234.8%
448,025
+1231.6%
3.30%
+1096.7%
Q3 2021$1,843,000
+32.6%
33,645
+33.9%
0.28%
+8.2%
Q2 2021$1,390,000
+263.9%
25,127
+259.4%
0.26%
+211.0%
Q1 2021$382,000
-1.0%
6,9920.0%0.08%
-6.8%
Q4 2020$386,000
+1.3%
6,9920.0%0.09%
-8.3%
Q3 2020$381,000
+0.5%
6,9920.0%0.10%
-19.3%
Q2 2020$379,000
+2.4%
6,9920.0%0.12%
-25.2%
Q1 2020$370,000
-1.3%
6,992
-0.1%
0.16%
+17.8%
Q4 2019$375,0000.0%7,0000.0%0.14%
-4.3%
Q3 2019$375,000
+1.1%
7,0000.0%0.14%
-4.1%
Q2 2019$371,000
+1.6%
7,0000.0%0.15%
-7.5%
Q1 2019$365,000
+2.2%
7,000
+0.1%
0.16%
+10.4%
Q4 2018$357,0006,9920.14%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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