ROPES WEALTH ADVISORS LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q1 2023$977,991
+4.1%
19,305
+1.7%
0.18%
+4.7%
Q4 2022$939,419
+2.8%
18,9820.0%0.17%
-12.0%
Q3 2022$914,000
-4.3%
18,982
-0.7%
0.19%
-2.0%
Q2 2022$955,000
-4.6%
19,122
-1.5%
0.20%
+14.0%
Q1 2022$1,001,000
-6.1%
19,4170.0%0.17%
-8.5%
Q4 2021$1,066,000
+0.3%
19,4170.0%0.19%
+10.6%
Q3 2021$1,063,000
-11.2%
19,417
-10.3%
0.17%
-10.1%
Q2 2021$1,197,000
+1.8%
21,654
+1.3%
0.19%
-8.3%
Q1 2021$1,176,000
+2.4%
21,375
+2.7%
0.21%
+15.7%
Q4 2020$1,148,000
+1.3%
20,8080.0%0.18%
-18.7%
Q3 2020$1,133,000
+10.4%
20,808
+9.8%
0.22%
+4.8%
Q2 2020$1,026,00018,9430.21%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders