VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $256,122 | -0.9% | 5,100 | 0.0% | 0.01% | -9.1% |
Q1 2023 | $258,366 | -9.5% | 5,100 | -11.6% | 0.01% | -21.4% |
Q4 2022 | $285,508 | -31.0% | 5,769 | -32.9% | 0.01% | -36.4% |
Q3 2022 | $414,000 | +1.7% | 8,603 | +5.4% | 0.02% | +4.8% |
Q2 2022 | $407,000 | +17.6% | 8,162 | +21.6% | 0.02% | +31.2% |
Q1 2022 | $346,000 | – | 6,714 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leonard Rickey Investment Advisors P.L.L.C. | 436,767 | $23,179,000 | 15.59% |
Wealthfront Advisers LLC | 16,537,852 | $877,664,000 | 7.62% |
OptiFour Integrated Wealth Management, LLC | 201,339 | $10,685,000 | 7.46% |
JANICZEK WEALTH MANAGEMENT, LLC | 196,566 | $10,432,000 | 4.88% |
Greenwich Investment Management, Inc. | 86,246 | $4,577,000 | 4.47% |
WealthStone, Inc. | 171,954 | $9,125,598,000 | 4.09% |
Garde Capital, Inc. | 421,361 | $22,362,000 | 3.66% |
Altium Wealth Management LLC | 430,903 | $22,868,000 | 3.32% |
RiverGlades Family Offices LLC | 60,595 | $3,216,000 | 2.87% |
Resource Planning Group | 91,361 | $4,849,000 | 2.85% |