Successful Portfolios LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$242,520
+5.4%
5,042
+10.0%
0.22%
+8.6%
Q2 2023$230,108
-60.8%
4,582
-60.4%
0.20%
-46.2%
Q1 2023$586,865
+23.8%
11,584
+20.9%
0.37%
+19.1%
Q4 2022$474,000
+57.0%
9,582
+52.5%
0.31%
+41.1%
Q3 2022$302,000
-18.2%
6,282
-14.9%
0.22%
-11.7%
Q2 2022$369,000
-4.4%
7,382
-1.4%
0.25%
+12.7%
Q1 2022$386,000
-6.1%
7,4850.0%0.22%
-1.3%
Q4 2021$411,000
+2.5%
7,485
+2.3%
0.22%
-6.7%
Q3 2021$401,000
-1.0%
7,3200.0%0.24%
-2.4%
Q2 2021$405,000
+1.2%
7,3200.0%0.24%
-7.2%
Q1 2021$400,000
-1.7%
7,320
-0.7%
0.26%
-9.6%
Q4 2020$407,000
+1.5%
7,3700.0%0.29%
-8.8%
Q3 2020$401,000
+0.5%
7,3700.0%0.32%
-8.8%
Q2 2020$399,000
-23.6%
7,370
-25.3%
0.35%
-33.5%
Q1 2020$522,000
-1.1%
9,8700.0%0.53%
+12.3%
Q4 2019$528,000
-3.6%
9,870
-3.4%
0.47%
-8.7%
Q3 2019$548,000
+1.1%
10,2150.0%0.52%
-11.5%
Q2 2019$542,000
-13.8%
10,215
-15.3%
0.58%
-15.4%
Q1 2019$629,000
+1.3%
12,065
-0.8%
0.69%
-13.4%
Q4 2018$621,000
-3.1%
12,165
-4.1%
0.79%
+13.8%
Q3 2018$641,000
-4.6%
12,685
-3.8%
0.70%
-11.1%
Q2 2018$672,000
+1.1%
13,185
+0.8%
0.78%
-2.7%
Q1 2018$665,000
-0.2%
13,085
+1.6%
0.81%
-2.4%
Q4 2017$666,00012,8850.83%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2021
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