RKL Wealth Management LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$240,011
-3.6%
4,990
+0.6%
0.03%0.0%
Q2 2023$249,100
-0.3%
4,960
+0.6%
0.03%
-9.4%
Q1 2023$249,861
+7.4%
4,932
+5.0%
0.03%
+3.2%
Q4 2022$232,539
+3.4%
4,698
+0.7%
0.03%
-3.1%
Q3 2022$225,000
-0.9%
4,667
+2.7%
0.03%
+3.2%
Q2 2022$227,000
-5.4%
4,545
-2.3%
0.03%
+6.9%
Q1 2022$240,000
-5.9%
4,652
+0.2%
0.03%
-3.3%
Q4 2021$255,000
+0.8%
4,642
+0.4%
0.03%
-6.2%
Q3 2021$253,000
-0.8%
4,622
+0.3%
0.03%0.0%
Q2 2021$255,000
+1.2%
4,608
-0.2%
0.03%
-5.9%
Q1 2021$252,000
-1.6%
4,619
-0.4%
0.03%
-5.6%
Q4 2020$256,000
-11.1%
4,637
-12.2%
0.04%
-21.7%
Q3 2020$288,000
-0.7%
5,282
-1.3%
0.05%
-8.0%
Q2 2020$290,000
+2.5%
5,349
+0.0%
0.05%
-15.3%
Q1 2020$283,000
-11.8%
5,348
-10.7%
0.06%
+1.7%
Q4 2019$321,000
-6.1%
5,992
-6.1%
0.06%
-10.8%
Q3 2019$342,000
+1.5%
6,381
+0.5%
0.06%
+4.8%
Q2 2019$337,000
-31.8%
6,351
-33.0%
0.06%
-36.1%
Q1 2019$494,000
-12.9%
9,479
-14.4%
0.10%
-26.0%
Q4 2018$567,000
+2.0%
11,078
+0.7%
0.13%
+11.0%
Q3 2018$556,000
+27.2%
10,999
+28.2%
0.12%
+19.2%
Q2 2018$437,000
-41.5%
8,582
-41.6%
0.10%
-44.1%
Q1 2018$747,000
+14.2%
14,690
+16.4%
0.18%
+9.3%
Q4 2017$654,000
+12.0%
12,616
+11.7%
0.16%
-1.2%
Q3 2017$584,000
+12.7%
11,299
+11.8%
0.16%0.0%
Q2 2017$518,00010,1050.16%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
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