Bogart Wealth, 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
Bogart Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$22,962
-3.6%
477
+0.6%
0.00%
-50.0%
Q2 2023$23,811
+4.0%
474
+4.9%
0.00%0.0%
Q1 2023$22,901
+2.8%
452
+0.4%
0.00%0.0%
Q4 2022$22,269
+6.0%
450
+0.9%
0.00%0.0%
Q3 2022$21,000
-4.5%
446
+0.5%
0.00%0.0%
Q2 2022$22,000
-4.3%
444
+0.5%
0.00%0.0%
Q1 2022$23,000
-4.2%
442
+0.2%
0.00%0.0%
Q4 2021$24,0000.0%441
+0.7%
0.00%0.0%
Q3 2021$24,000
+9.1%
438
+10.3%
0.00%0.0%
Q2 2021$22,0000.0%397
+0.3%
0.00%
-33.3%
Q1 2021$22,000
-94.4%
396
-94.4%
0.00%
-95.8%
Q4 2020$390,000
+1.3%
7,0730.0%0.07%
-15.3%
Q3 2020$385,0007,073
+235666.7%
0.08%
Q2 2020$030.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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