Beta Wealth Group, Inc. - 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
Beta Wealth Group, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,510,170
-10.6%
93,767
-6.6%
2.67%
-8.5%
Q2 2023$5,043,211
-15.5%
100,422
-14.8%
2.91%
-14.7%
Q1 2023$5,970,854
+1.3%
117,861
-1.0%
3.42%
-13.7%
Q4 2022$5,894,091
-2.8%
119,097
-5.4%
3.96%
-9.4%
Q3 2022$6,061,000
-5.6%
125,908
+1.1%
4.37%
+1.7%
Q1 2022$6,420,000
+10.2%
124,545
+17.0%
4.30%
+2.2%
Q4 2021$5,828,0000.0%106,4180.0%4.20%0.0%
Q3 2021$5,828,000
+0.1%
106,418
+1.1%
4.20%
+3.7%
Q2 2021$5,820,000
+6.1%
105,250
+4.9%
4.05%
+1.7%
Q1 2021$5,483,000
+6.8%
100,352
+7.8%
3.99%
-9.6%
Q4 2020$5,136,00093,0554.41%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders