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 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 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 Q3 2023
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