MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2023$256,122
-0.9%
5,1000.0%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$346,0006,7140.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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