PERSONAL CFO SOLUTIONS, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$658,483
-39.5%
13,689
-36.8%
0.13%
-41.2%
Q2 2023$1,088,404
+6.4%
21,673
+7.3%
0.22%
+4.7%
Q1 2023$1,023,178
+5.8%
20,197
+3.3%
0.21%
+2.9%
Q4 2022$967,337
-17.5%
19,546
-19.8%
0.20%
-30.5%
Q3 2022$1,173,000
-0.6%
24,359
+3.0%
0.30%
+6.5%
Q2 2022$1,180,000
+5.7%
23,641
+9.2%
0.28%
+25.9%
Q1 2022$1,116,000
-31.8%
21,640
-27.4%
0.22%
-28.1%
Q4 2021$1,637,000
+6.5%
29,804
+6.2%
0.31%
-2.9%
Q3 2021$1,537,000
-0.8%
28,062
+0.1%
0.32%
-0.6%
Q2 2021$1,550,000
+1.2%
28,0230.0%0.32%
-4.2%
Q1 2021$1,531,000
-0.9%
28,023
+0.1%
0.33%
-13.4%
Q4 2020$1,545,000
+77150.0%
28,0000.0%0.38%
-42.7%
Q3 2020$2,000
-99.9%
28,0000.0%0.67%
+48.6%
Q2 2020$1,516,000
+2.4%
28,0000.0%0.45%
-15.6%
Q1 2020$1,481,000
-1.2%
28,0000.0%0.53%
+24.0%
Q4 2019$1,499,000
-0.1%
28,0000.0%0.43%
-28.3%
Q3 2019$1,501,00028,0000.60%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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