IFG Advisory, 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
IFG Advisory, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$809,525
+10.9%
16,830
+15.7%
0.07%
+4.6%
Q2 2023$730,198
-4.4%
14,540
-3.5%
0.06%
-8.5%
Q1 2023$763,698
+93720.4%
15,075
-8.4%
0.07%
-12.3%
Q4 2022$814
-99.9%
16,456
+24.1%
0.08%
+39.7%
Q3 2022$638,000
-21.8%
13,257
-19.0%
0.06%
-33.3%
Q2 2022$816,000
-5.6%
16,367
-2.4%
0.09%0.0%
Q1 2022$864,000
-14.5%
16,766
-9.0%
0.09%
-12.1%
Q4 2021$1,011,000
+33.4%
18,423
+33.0%
0.10%
+20.7%
Q3 2021$758,000
+9.5%
13,850
+10.6%
0.08%
+6.5%
Q2 2021$692,000
+161.1%
12,524
+157.6%
0.08%
+133.3%
Q1 2021$265,000
-36.9%
4,861
-36.1%
0.03%
-43.1%
Q4 2020$420,000
-4.5%
7,611
-6.0%
0.06%
-18.3%
Q3 2020$440,000
+30.2%
8,098
+29.5%
0.07%
+16.4%
Q2 2020$338,000
+22.0%
6,252
+19.1%
0.06%
-1.6%
Q1 2020$277,000
-1.4%
5,2500.0%0.06%
+21.6%
Q4 2019$281,0000.0%5,2500.0%0.05%
-7.3%
Q3 2019$281,000
+1.1%
5,2500.0%0.06%
+12.2%
Q2 2019$278,000
+5.3%
5,250
+3.3%
0.05%
-3.9%
Q1 2019$264,000
+4.3%
5,080
+2.4%
0.05%
-15.0%
Q4 2018$253,000
+1.2%
4,9600.0%0.06%
+27.7%
Q3 2018$250,000
+3.3%
4,960
+4.1%
0.05%
-6.0%
Q2 2018$242,0000.0%4,7650.0%0.05%
-7.4%
Q1 2018$242,0004,7650.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders