Taylor Hoffman Wealth Management - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
Taylor Hoffman Wealth Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,358,344
-6.4%
28,240
-2.3%
0.70%
-3.4%
Q2 2023$1,451,057
-2.0%
28,894
-1.1%
0.72%
-10.6%
Q1 2023$1,480,488
+2.4%
29,2240.0%0.81%
-8.5%
Q4 2022$1,446,296
-29.1%
29,224
-31.0%
0.89%
-17.2%
Q3 2022$2,040,000
-1.7%
42,377
+2.2%
1.07%
+5.1%
Q2 2022$2,076,000
-3.9%
41,461
-1.1%
1.02%
+17.6%
Q1 2022$2,160,000
+3.8%
41,910
+10.6%
0.87%
+9.3%
Q4 2021$2,081,000
+11.4%
37,898
+11.0%
0.79%
-1.1%
Q3 2021$1,868,000
+8.9%
34,143
+10.0%
0.80%
+8.4%
Q2 2021$1,716,000
-15.3%
31,036
-16.3%
0.74%
-20.3%
Q1 2021$2,025,000
+2.5%
37,062
+3.6%
0.93%
-8.0%
Q4 2020$1,975,000
+5.4%
35,779
+4.0%
1.01%
-8.5%
Q3 2020$1,873,000
+76.4%
34,406
+75.5%
1.10%
+65.5%
Q2 2020$1,062,000
+48.5%
19,607
+45.0%
0.67%
-3.1%
Q1 2020$715,000
-13.8%
13,518
-12.7%
0.69%
+28.4%
Q4 2019$829,000
+14.5%
15,482
+14.6%
0.54%
+4.1%
Q3 2019$724,000
+45.7%
13,506
+44.1%
0.51%
+28.5%
Q2 2019$497,000
-29.4%
9,372
-30.6%
0.40%
-23.4%
Q1 2019$704,000
+13.0%
13,506
+10.7%
0.52%
-6.5%
Q4 2018$623,00012,2050.56%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
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