Financial Advocates Investment Management - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 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
Financial Advocates Investment Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$595,539
-8.0%
11,884
-7.1%
0.04%0.0%
Q1 2024$647,502
+43.4%
12,796
+44.7%
0.04%
+23.3%
Q4 2023$451,566
-30.2%
8,845
-34.3%
0.03%
-36.2%
Q3 2023$647,148
+9.4%
13,454
+14.2%
0.05%
+11.9%
Q2 2023$591,577
+2.2%
11,780
+3.1%
0.04%0.0%
Q1 2023$578,903
-9.5%
11,427
-11.6%
0.04%
-12.5%
Q4 2022$639,869
-26.3%
12,929
-28.3%
0.05%
-33.3%
Q3 2022$868,000
+4.3%
18,037
+8.2%
0.07%
+5.9%
Q2 2022$832,000
-15.9%
16,676
-13.1%
0.07%
+4.6%
Q1 2022$989,000
-35.5%
19,180
-31.3%
0.06%
-33.0%
Q4 2021$1,534,000
+0.3%
27,930
+0.0%
0.10%
-5.8%
Q3 2021$1,529,000
-1.8%
27,925
-0.8%
0.10%
-1.0%
Q2 2021$1,557,000
+6.6%
28,164
+5.4%
0.10%0.0%
Q1 2021$1,460,000
-26.9%
26,716
-26.2%
0.10%
-24.1%
Q4 2020$1,997,000
+47.1%
36,182
+45.0%
0.14%
+18.1%
Q3 2020$1,358,000
+2.9%
24,954
+2.3%
0.12%
-7.2%
Q2 2020$1,320,000
+3.6%
24,386
+1.2%
0.12%
-31.3%
Q1 2020$1,274,000
-7.5%
24,092
-6.3%
0.18%
+23.8%
Q4 2019$1,377,000
+57.9%
25,711
+58.1%
0.15%
+47.0%
Q3 2019$872,000
+37.8%
16,258
+36.4%
0.10%
+37.0%
Q2 2019$633,000
+84.5%
11,923
+81.5%
0.07%
+69.8%
Q1 2019$343,000
-1.4%
6,568
-3.8%
0.04%
-8.5%
Q4 2018$348,000
-56.1%
6,824
-56.5%
0.05%
-46.6%
Q3 2018$792,00015,6720.09%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders