VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,222,702 | +1.6% | 25,420 | +6.1% | 0.20% | +4.1% |
Q2 2023 | $1,203,573 | -11.7% | 23,966 | -10.9% | 0.20% | -19.4% |
Q1 2023 | $1,362,602 | +6.0% | 26,897 | +3.5% | 0.24% | -2.0% |
Q4 2022 | $1,285,948 | +61.3% | 25,984 | +56.9% | 0.25% | +47.0% |
Q3 2022 | $797,000 | +6.6% | 16,563 | +10.5% | 0.17% | +5.7% |
Q2 2022 | $748,000 | -16.3% | 14,983 | -13.6% | 0.16% | -5.4% |
Q1 2022 | $894,000 | +139.0% | 17,335 | +154.4% | 0.17% | +133.3% |
Q4 2021 | $374,000 | -5.3% | 6,814 | -5.4% | 0.07% | -11.1% |
Q3 2021 | $395,000 | -1.2% | 7,204 | -0.5% | 0.08% | -10.0% |
Q2 2021 | $400,000 | -3.6% | 7,240 | -4.7% | 0.09% | -10.9% |
Q1 2021 | $415,000 | -8.8% | 7,596 | -7.9% | 0.10% | -12.2% |
Q4 2020 | $455,000 | – | 8,249 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leonard Rickey Investment Advisors P.L.L.C. | 436,767 | $23,179,000 | 15.59% |
Wealthfront Advisers LLC | 16,537,852 | $877,664,000 | 7.62% |
OptiFour Integrated Wealth Management, LLC | 201,339 | $10,685,000 | 7.46% |
JANICZEK WEALTH MANAGEMENT, LLC | 196,566 | $10,432,000 | 4.88% |
Greenwich Investment Management, Inc. | 86,246 | $4,577,000 | 4.47% |
WealthStone, Inc. | 171,954 | $9,125,598,000 | 4.09% |
Garde Capital, Inc. | 421,361 | $22,362,000 | 3.66% |
Altium Wealth Management LLC | 430,903 | $22,868,000 | 3.32% |
RiverGlades Family Offices LLC | 60,595 | $3,216,000 | 2.87% |
Resource Planning Group | 91,361 | $4,849,000 | 2.85% |