Colony Family Offices, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Colony Family Offices, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,740,782
-3.7%
140,141
+0.6%
2.88%
-2.5%
Q2 2023$6,997,454
-7.9%
139,336
-7.1%
2.95%
+1.4%
Q1 2023$7,596,062
+11.1%
149,942
+8.5%
2.91%
+2.2%
Q4 2022$6,838,875
+0.3%
138,187
-2.5%
2.85%
-3.6%
Q3 2022$6,821,000
+31.8%
141,684
+36.6%
2.95%
+25.9%
Q2 2022$5,177,000103,7152.35%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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