Sugarloaf Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q1 2023$97,419
+2.4%
1,9230.0%0.02%0.0%
Q4 2022$95,169
+2.3%
1,9230.0%0.02%0.0%
Q3 2022$93,000
-3.1%
1,9230.0%0.02%0.0%
Q2 2022$96,000
-3.0%
1,9230.0%0.02%
+4.3%
Q1 2022$99,000
-6.6%
1,9230.0%0.02%
-8.0%
Q4 2021$106,000
+1.0%
1,923
-0.1%
0.02%
-10.7%
Q3 2021$105,000
-3.7%
1,924
-2.4%
0.03%
-6.7%
Q2 2021$109,000
+0.9%
1,972
+0.1%
0.03%
-6.2%
Q1 2021$108,000
-3.6%
1,971
-3.3%
0.03%
-13.5%
Q4 2020$112,000
-1.8%
2,038
-2.8%
0.04%
-11.9%
Q3 2020$114,000
-1.7%
2,097
-2.3%
0.04%
-6.7%
Q2 2020$116,000
+0.9%
2,146
-1.2%
0.04%
-11.8%
Q1 2020$115,000
-0.9%
2,172
+0.0%
0.05%
+4.1%
Q4 2019$116,0002,1710.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders