Waldron Private Wealth 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
Waldron Private Wealth LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$65,377
-4.7%
1,359,201
-0.5%
3.40%
-0.8%
Q2 2023$68,585
-4.5%
1,365,699
-3.6%
3.42%
-2.1%
Q1 2023$71,784
+108.3%
1,416,980
+98.0%
3.49%
+63.1%
Q4 2022$34,456
-99.9%
715,7490.0%2.14%
+0.0%
Q3 2022$34,456,000
-45.7%
715,749
-43.7%
2.14%
-39.8%
Q2 2022$63,422,0001,270,4873.56%
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