JANICZEK WEALTH MANAGEMENT, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,233,655
-1.0%
67,228
+3.4%
0.85%
-5.2%
Q2 2023$3,266,045
-0.4%
65,035
+0.8%
0.90%
-3.2%
Q1 2023$3,278,009
-9.3%
64,528
-9.8%
0.93%
-8.7%
Q4 2022$3,614,868
-38.5%
71,511
-41.0%
1.02%
-46.9%
Q3 2022$5,882,000
-1.0%
121,254
+4.3%
1.92%
+8.5%
Q2 2022$5,940,000
-18.3%
116,247
-17.6%
1.77%
-12.0%
Q1 2022$7,271,000
-21.6%
141,054
-16.5%
2.01%
-27.7%
Q4 2021$9,279,000
+6.6%
168,977
+6.4%
2.78%
-9.8%
Q3 2021$8,702,000
-0.9%
158,881
+0.1%
3.08%
-3.5%
Q2 2021$8,777,000
+11.5%
158,718
+10.2%
3.19%
+1.5%
Q1 2021$7,872,000
-0.3%
144,077
+0.7%
3.14%
-17.9%
Q4 2020$7,894,000
+1.8%
143,035
+0.4%
3.82%
-8.4%
Q3 2020$7,758,000
-2.0%
142,511
-2.6%
4.17%
-6.2%
Q2 2020$7,919,000
-5.5%
146,269
-7.6%
4.45%
-5.8%
Q1 2020$8,376,000
-4.8%
158,341
-3.7%
4.72%
+19.4%
Q4 2019$8,799,000
-10.6%
164,352
-10.4%
3.96%
-11.5%
Q3 2019$9,838,000
-5.7%
183,473
-6.7%
4.47%
-8.3%
Q2 2019$10,432,000
-1.3%
196,566
-3.1%
4.88%
-2.3%
Q1 2019$10,574,000
+0.3%
202,757
-1.8%
4.99%
-6.7%
Q4 2018$10,544,000
-6.7%
206,546
-7.7%
5.35%
-9.5%
Q3 2018$11,301,000
-3.4%
223,731
-2.5%
5.91%
-4.2%
Q2 2018$11,697,000
-3.8%
229,452
-4.1%
6.17%
-10.5%
Q1 2018$12,164,000
+93.3%
239,363
+96.6%
6.89%
+101.4%
Q4 2017$6,292,000
-2.1%
121,766
-2.1%
3.42%
-4.1%
Q3 2017$6,427,000
+6.5%
124,408
+5.8%
3.57%
+1.5%
Q2 2017$6,036,000
+4.1%
117,615
+2.7%
3.52%
+6.0%
Q1 2017$5,800,000114,5393.32%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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