Compass Ion Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$485,047
+7.6%
10,084
+12.4%
0.08%
-27.2%
Q2 2023$450,695
-97.0%
8,974
-96.9%
0.11%
-97.6%
Q1 2022$15,103,000
+1.0%
292,969
+7.5%
4.68%
-2.8%
Q4 2021$14,958,000
-4.3%
272,406
-4.6%
4.81%
-14.4%
Q3 2021$15,638,000
+2.9%
285,519
+3.8%
5.62%
-4.9%
Q2 2021$15,204,000
-3.4%
274,945
-4.5%
5.91%
-8.8%
Q1 2021$15,738,000
-42.1%
288,023
-41.5%
6.48%
-38.3%
Q4 2020$27,164,000
+3808.5%
492,187
+3756.4%
10.50%
+2281.2%
Q3 2020$695,000
-88.0%
12,763
-88.0%
0.44%
-91.4%
Q2 2020$5,768,000106,5445.15%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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