Belpointe Asset Management LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$592,977
+30.8%
12,328
+36.6%
0.06%
+27.1%
Q2 2023$453,386
-53.8%
9,028
-53.4%
0.05%
-9.4%
Q1 2023$982,046
+10.1%
19,385
+7.6%
0.05%
-1.9%
Q4 2022$891,986
+67.7%
18,024
+63.1%
0.05%
+50.0%
Q3 2022$532,000
-0.4%
11,054
+3.3%
0.04%0.0%
Q2 2022$534,000
-4.6%
10,704
-1.4%
0.04%
+5.9%
Q1 2022$560,000
-18.0%
10,852
-12.6%
0.03%
-20.9%
Q4 2021$683,000
+8.1%
12,423
+7.5%
0.04%0.0%
Q3 2021$632,000
+12.5%
11,554
+13.6%
0.04%
+7.5%
Q2 2021$562,000
-2.9%
10,168
-4.0%
0.04%
-20.0%
Q1 2021$579,000
+13.1%
10,595
+14.1%
0.05%
+8.7%
Q4 2020$512,000
+79.0%
9,286
+76.8%
0.05%
+142.1%
Q3 2020$286,0005,2530.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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