Dynamic Advisor Solutions LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$5,812,774
+1.1%
116,000
+2.0%
0.18%
-5.7%
Q1 2024$5,751,743
+6.9%
113,671
+7.4%
0.19%
-3.5%
Q4 2023$5,382,855
+34.3%
105,878
+27.1%
0.20%
+6.3%
Q3 2023$4,008,341
+72.3%
83,333
+79.9%
0.19%
+56.2%
Q2 2023$2,326,693
-5.3%
46,330
-4.4%
0.12%
-16.0%
Q1 2023$2,455,845
-9.2%
48,477
-11.3%
0.14%
-22.2%
Q4 2022$2,704,584
+25.9%
54,649
+22.4%
0.18%
+12.8%
Q3 2022$2,149,000
+24.4%
44,636
+29.0%
0.16%
+23.3%
Q2 2022$1,727,000
+30.4%
34,603
+34.7%
0.13%
+44.6%
Q1 2022$1,324,000
+27.7%
25,685
+36.1%
0.09%
+24.3%
Q4 2021$1,037,000
+11.4%
18,876
+11.1%
0.07%
+5.7%
Q3 2021$931,000
+4.1%
16,989
+5.1%
0.07%
-1.4%
Q2 2021$894,000
+12.5%
16,161
+11.0%
0.07%
-4.1%
Q1 2021$795,000
+2.8%
14,557
+3.9%
0.07%
+2.8%
Q4 2020$773,000
+13.7%
14,004
+12.1%
0.07%
-6.5%
Q3 2020$680,000
+27.8%
12,488
+27.1%
0.08%
+6.9%
Q2 2020$532,000
+162.1%
9,828
+155.6%
0.07%
+94.6%
Q1 2020$203,000
-69.6%
3,845
-69.2%
0.04%
-59.3%
Q4 2019$667,0000.0%12,465
+0.2%
0.09%
-12.5%
Q3 2019$667,000
+22.4%
12,434
+21.1%
0.10%
+18.2%
Q2 2019$545,000
+85.4%
10,265
+81.8%
0.09%
+60.0%
Q1 2019$294,000
+31.2%
5,645
+28.6%
0.06%
+14.6%
Q4 2018$224,0004,3890.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders