Bogart Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2023
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