Pensionmark Financial Group, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,362,577
+15.9%
28,328
+21.1%
0.27%
+18.9%
Q2 2023$1,175,148
+10.7%
23,400
+11.7%
0.23%
+2.7%
Q1 2023$1,061,631
-13.0%
20,956
-15.0%
0.22%
-21.1%
Q4 2022$1,220,819
-11.2%
24,668
-13.6%
0.28%
-14.4%
Q3 2022$1,375,000
+2.4%
28,567
+9.0%
0.33%
+16.0%
Q2 2022$1,343,000
+68.7%
26,220
+69.8%
0.28%
+70.9%
Q1 2022$796,000
-2.3%
15,444
+0.9%
0.16%
-2.9%
Q4 2021$815,000
-40.9%
15,303
-39.2%
0.17%
-45.5%
Q3 2021$1,378,000
+41.0%
25,162
+42.4%
0.31%
+39.9%
Q2 2021$977,000
+17.4%
17,669
+16.7%
0.22%
+11.5%
Q1 2021$832,000
+17.7%
15,145
+18.9%
0.20%
+11.7%
Q4 2020$707,000
+81.7%
12,740
+78.5%
0.18%
+34.6%
Q3 2020$389,000
-4.0%
7,139
-3.1%
0.13%
-6.3%
Q2 2020$405,000
-7.3%
7,371
-10.8%
0.14%
-30.0%
Q1 2020$437,000
-18.5%
8,264
-17.5%
0.20%
-2.9%
Q4 2019$536,000
-1.3%
10,015
-1.0%
0.21%
-10.3%
Q3 2019$543,000
+0.2%
10,1200.0%0.23%
-2.5%
Q2 2019$542,000
+2.7%
10,1200.0%0.24%
-0.4%
Q1 2019$528,000
-1.3%
10,120
-2.8%
0.24%0.0%
Q4 2018$535,00010,4080.24%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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