Peninsula Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$388,876
-6.5%
8,194
-1.1%
0.09%
-16.5%
Q2 2023$416,126
-11.0%
8,286
-10.2%
0.11%
-19.3%
Q1 2023$467,679
+1.5%
9,232
-0.8%
0.14%
-6.9%
Q4 2022$460,582
+3.0%
9,307
+0.3%
0.14%
-8.2%
Q3 2022$447,000
-4.9%
9,279
-1.5%
0.16%
-0.6%
Q2 2022$470,000
-5.4%
9,424
-2.2%
0.16%
+12.0%
Q1 2022$497,000
-7.8%
9,639
-1.9%
0.14%
-2.1%
Q4 2021$539,000
-2.4%
9,823
-2.5%
0.14%
-17.1%
Q3 2021$552,000
+56.4%
10,078
+55.4%
0.18%
+15.9%
Q3 2020$353,000
-8.3%
6,485
-8.9%
0.15%
-15.6%
Q2 2020$385,0007,1200.18%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders