Burt Wealth Advisors - 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
Burt Wealth Advisors ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$4,823,338
-5.2%
96,255
-4.3%
1.27%
-1.5%
Q1 2024$5,088,893
-0.3%
100,571
+0.6%
1.29%
-11.4%
Q4 2023$5,101,886
+35.9%
99,939
+28.1%
1.46%
+26.3%
Q3 2023$3,753,435
+43.4%
78,034
+49.7%
1.15%
+46.1%
Q2 2023$2,618,169
+5.2%
52,134
+6.2%
0.79%
+2.1%
Q1 2023$2,487,609
+0.6%
49,104
-1.7%
0.77%
-6.6%
Q4 2022$2,471,877
+40.6%
49,947
+36.8%
0.83%
+17.3%
Q3 2022$1,758,000
+76.2%
36,518
+82.6%
0.71%
+103.5%
Q2 2022$998,000
-50.7%
20,002
-49.1%
0.35%
-42.8%
Q1 2022$2,024,000
+6.2%
39,271
+13.1%
0.61%
-2.6%
Q4 2021$1,906,000
+11.3%
34,716
+11.0%
0.62%
+14.1%
Q3 2021$1,713,000
+4.5%
31,271
+5.5%
0.55%
-7.8%
Q2 2021$1,640,000
+4.7%
29,653
+3.5%
0.59%
+2.6%
Q1 2021$1,566,000
+8.3%
28,661
+9.4%
0.58%
+15.9%
Q4 2020$1,446,000
+5.4%
26,199
+4.0%
0.50%
-2.9%
Q3 2020$1,372,000
+6.2%
25,199
+5.6%
0.51%
-2.1%
Q2 2020$1,292,000
+2.4%
23,8590.0%0.52%
-7.6%
Q1 2020$1,262,000
+8.0%
23,859
+9.3%
0.57%
+24.3%
Q4 2019$1,169,000
+6.2%
21,830
+6.3%
0.46%
+0.7%
Q3 2019$1,101,000
+7.8%
20,530
+6.8%
0.45%
+1.3%
Q2 2019$1,021,000
+205.7%
19,230
+200.5%
0.45%
+196.0%
Q1 2019$334,000
+2.1%
6,4000.0%0.15%
-2.6%
Q4 2018$327,000
-20.0%
6,400
-21.0%
0.16%
-16.7%
Q3 2018$409,000
-1.0%
8,1000.0%0.19%
-6.1%
Q2 2018$413,000
+490.0%
8,100
+491.2%
0.20%
+450.0%
Q1 2018$70,000
-1.4%
1,3700.0%0.04%
-18.2%
Q4 2017$71,0000.0%1,3700.0%0.04%
-4.3%
Q3 2017$71,000
+1.4%
1,3700.0%0.05%
-4.2%
Q2 2017$70,000
+1.4%
1,3700.0%0.05%
-4.0%
Q1 2017$69,0000.0%1,3700.0%0.05%
-19.4%
Q4 2016$69,000
-2.8%
1,3700.0%0.06%
-18.4%
Q3 2016$71,0001,3700.08%
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