SIMON QUICK ADVISORS, 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
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,109,914
-9.9%
127,025
-5.9%
0.58%
-8.0%
Q2 2023$6,779,138
-4.3%
134,989
-3.5%
0.63%
-18.5%
Q1 2023$7,086,140
+5.3%
139,876
+2.9%
0.77%
-3.8%
Q4 2022$6,728,045
-24.1%
135,948
-26.2%
0.80%
-36.3%
Q3 2022$8,868,000
-6.8%
184,206
-1.7%
1.25%
+0.6%
Q2 2022$9,510,000
+27.1%
187,312
+29.0%
1.25%
-41.3%
Q1 2022$7,483,000
-12.1%
145,164
-6.3%
2.12%
-6.8%
Q4 2021$8,510,000
-0.1%
154,985
-0.4%
2.28%
+3.8%
Q3 2021$8,522,000
-9.5%
155,612
-8.6%
2.19%
-12.0%
Q2 2021$9,419,000
+22.6%
170,335
+21.1%
2.49%
+10.2%
Q1 2021$7,684,000
-18.8%
140,644
-17.9%
2.26%
-20.8%
Q4 2020$9,460,000
+1.0%
171,407
-0.4%
2.85%
+7.0%
Q3 2020$9,365,000
+9.0%
172,024
+8.4%
2.67%
-18.1%
Q2 2020$8,594,000
+8.8%
158,738
+6.3%
3.26%
+11.1%
Q1 2020$7,899,000
+142.7%
149,312
+145.6%
2.93%
+148.6%
Q4 2019$3,255,00060,7951.18%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders