Clear Perspective Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 250 filers reported holding VANGUARD MUN BD FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2021$5,925,000
+4.1%
107,906
+3.8%
1.80%
-7.7%
Q3 2021$5,691,000
+38.2%
103,906
+39.5%
1.95%
+36.2%
Q2 2021$4,119,000
+272.4%
74,478
+267.9%
1.43%
+230.3%
Q1 2021$1,106,000
-48.2%
20,243
-49.2%
0.43%
-67.2%
Q4 2019$2,134,000
-42.3%
39,850
-42.5%
1.32%
-21.2%
Q3 2019$3,697,000
+101.0%
69,300
+100.0%
1.68%
+41.9%
Q2 2019$1,839,000
+80.3%
34,650
+77.2%
1.18%
+63.1%
Q1 2019$1,020,000
+235.5%
19,550
+228.6%
0.72%
+186.2%
Q4 2018$304,000
+26.7%
5,950
+25.3%
0.25%
+42.1%
Q3 2018$240,000
+137.6%
4,750
+137.5%
0.18%
+165.7%
Q1 2017$101,0000.0%2,0000.0%0.07%0.0%
Q4 2016$101,0002,0000.07%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders