Kelman-Lazarov, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 881 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
Kelman-Lazarov, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$4,715,000
-1.6%
94,093
-0.6%
0.88%
-6.1%
Q1 2024$4,791,263
+5.6%
94,689
+6.5%
0.94%
-4.8%
Q4 2023$4,538,958
-19.3%
88,912
-24.0%
0.98%
-26.1%
Q3 2023$5,627,604
+3.7%
116,998
+8.2%
1.33%
+2.0%
Q2 2023$5,428,280
-0.3%
108,090
+0.6%
1.30%
-7.6%
Q1 2023$5,445,646
-3.9%
107,494
-6.1%
1.41%
-11.4%
Q4 2022$5,663,735
-7.7%
114,442
-10.2%
1.59%
-23.7%
Q3 2022$6,136,000
-43.6%
127,465
-41.5%
2.09%
-43.2%
Q2 2022$10,875,000217,8533.68%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
ATMOS ADVISORY, 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