Cypress Wealth Services, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 197 filers reported holding VANGUARD MUN BD FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$602,404
+9.1%
12,524
+14.0%
0.17%
+15.2%
Q2 2023$552,266
-4.1%
10,986
-3.4%
0.14%
-14.2%
Q1 2023$575,852
-11.8%
11,367
-13.9%
0.17%
-19.5%
Q4 2022$653,120
+0.6%
13,197
-1.1%
0.21%
-5.0%
Q3 2022$649,000
-5.5%
13,338
-3.1%
0.22%
+0.9%
Q2 2022$687,000
-3.2%
13,7710.0%0.22%
+12.9%
Q1 2022$710,000
-9.9%
13,771
-4.1%
0.19%
-10.2%
Q4 2021$788,000
+0.3%
14,3540.0%0.22%
-8.1%
Q3 2021$786,000
-1.0%
14,3540.0%0.24%
+8.3%
Q2 2021$794,000
-26.6%
14,354
-27.5%
0.22%
-4.0%
Q1 2021$1,082,000
-14.4%
19,797
-13.6%
0.23%
-19.9%
Q4 2020$1,264,000
+1.4%
22,9070.0%0.28%
-11.9%
Q3 2020$1,247,000
+0.6%
22,9070.0%0.32%
+8.5%
Q2 2020$1,240,000
+2.3%
22,9070.0%0.30%
-17.4%
Q1 2020$1,212,000
+4.7%
22,907
+5.9%
0.36%
+22.3%
Q4 2019$1,158,000
+49.0%
21,626
+49.3%
0.29%
+37.1%
Q3 2019$777,000
+1.0%
14,4860.0%0.21%
-4.1%
Q2 2019$769,000
+13.1%
14,486
+11.1%
0.22%
+3.3%
Q1 2019$680,000
+17.0%
13,036
+14.6%
0.22%
-6.5%
Q4 2018$581,000
-5.2%
11,376
-6.3%
0.23%
+5.0%
Q3 2018$613,000
-1.0%
12,1440.0%0.22%
-6.8%
Q2 2018$619,000
+0.3%
12,144
-0.0%
0.24%
-10.6%
Q1 2018$617,000
-18.4%
12,145
-17.0%
0.26%
-16.2%
Q4 2017$756,00014,6270.31%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders