Sowell Financial Services LLC - 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
Sowell Financial Services LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$1,668,000
-3.6%
33,291
-2.7%
0.08%
-2.4%
Q1 2024$1,731,000
+0.8%
34,200
+1.7%
0.08%
-11.8%
Q4 2023$1,717,000
+27.0%
33,634
+19.7%
0.09%
+9.4%
Q3 2023$1,352,000
+8.2%
28,105
+13.0%
0.08%
+21.4%
Q2 2023$1,249,000
+24880.0%
24,878
+29168.2%
0.07%
Q1 2021$5,000
-99.7%
85
-99.8%
0.00%
-100.0%
Q4 2019$1,975,00036,8900.15%
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