Bogart Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$952
-0.9%
190.0%0.00%
Q1 2024$961
-0.9%
190.0%0.00%
Q4 2023$970
-95.8%
19
-96.0%
0.00%
-100.0%
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 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders