Private Ocean, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$12,119,298
-26.0%
251,960
-22.8%
1.54%
-25.8%
Q2 2023$16,385,781
-28.7%
326,280
-28.0%
2.08%
-32.1%
Q1 2023$22,970,492
-2.7%
453,425
-5.0%
3.06%
+4.2%
Q4 2022$23,612,652
-20.1%
477,120
-22.3%
2.93%
-37.0%
Q3 2022$29,567,000
-0.5%
614,192
+3.2%
4.66%
+1.7%
Q2 2022$29,714,000
-16.1%
595,242
-13.4%
4.58%
+3.5%
Q1 2022$35,437,000
-4.4%
687,424
+1.8%
4.42%
+1.9%
Q4 2021$37,069,000
+5.6%
675,082
+5.4%
4.34%
+1.5%
Q3 2021$35,097,000
+10.6%
640,799
+11.7%
4.27%
+2.8%
Q2 2021$31,733,000
+9.4%
573,839
+8.1%
4.16%
-19.3%
Q1 2021$29,014,000
+20.6%
531,006
+21.8%
5.15%
+6.2%
Q4 2020$24,051,000
+13.6%
435,790
+12.1%
4.85%
-2.1%
Q3 2020$21,163,000
+7.2%
388,731
+6.6%
4.96%
+2.4%
Q2 2020$19,740,000
+49.9%
364,615
+46.5%
4.84%
+34.4%
Q1 2020$13,169,000
+286.5%
248,953
+291.3%
3.60%
+335.6%
Q4 2019$3,407,000
+884.7%
63,617
+886.3%
0.83%
+861.6%
Q3 2019$346,0006,4500.09%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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