Dakota Wealth Management - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 881 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$258,919
+0.7%
5,167
+1.7%
0.01%0.0%
Q1 2024$257,048
-24.3%
5,080
-23.6%
0.01%
-53.8%
Q4 2023$339,432
+38.9%
6,649
+30.9%
0.01%
+18.2%
Q3 2023$244,348
-4.2%
5,0800.0%0.01%
-8.3%
Q2 2023$255,118
-0.9%
5,0800.0%0.01%
-29.4%
Q1 2023$257,353
+2.4%
5,0800.0%0.02%
-5.6%
Q4 2022$251,409
-90.2%
5,080
-90.5%
0.02%
-91.3%
Q3 2022$2,568,000
+45.3%
53,330
+50.6%
0.21%
+27.6%
Q2 2022$1,767,000
-2.3%
35,400
+0.9%
0.16%
+10.9%
Q1 2022$1,809,000
-6.1%
35,1000.0%0.15%
-27.6%
Q4 2021$1,927,000
+26.5%
35,100
+26.3%
0.20%
+16.0%
Q3 2021$1,523,000
+44.2%
27,800
+39.7%
0.18%
-13.4%
Q2 2019$1,056,000
+1.7%
19,9000.0%0.20%
-1.9%
Q1 2019$1,038,00019,9000.21%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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