Altium Wealth Management LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2022$32,381,000
-2.2%
648,667
+1.0%
2.33%
+9.2%
Q1 2022$33,116,000
-30.9%
642,413
-26.4%
2.13%
-30.9%
Q4 2021$47,937,000
+4.9%
873,008
+4.6%
3.09%
-5.4%
Q3 2021$45,709,000
+4.5%
834,556
+5.5%
3.26%
+1.9%
Q2 2021$43,730,000
+8.4%
790,782
+7.1%
3.20%
-1.0%
Q1 2021$40,353,000
+7.4%
738,525
+8.5%
3.24%
-2.6%
Q4 2020$37,581,000
+12.9%
680,936
+11.4%
3.32%
-4.0%
Q3 2020$33,282,000
+9.0%
611,345
+8.4%
3.46%
+0.8%
Q2 2020$30,535,000
+2.2%
564,001
-0.2%
3.43%
-16.3%
Q1 2020$29,887,000
+4.2%
564,975
+5.5%
4.10%
+19.4%
Q4 2019$28,678,000
+13.9%
535,632
+14.1%
3.43%
+1.2%
Q3 2019$25,168,000
+10.1%
469,374
+8.9%
3.39%
+2.3%
Q2 2019$22,868,000
+14.4%
430,903
+12.4%
3.32%
+3.9%
Q1 2019$19,995,000
+16.9%
383,410
+14.4%
3.19%
-2.4%
Q4 2018$17,103,000
+42.5%
335,023
+41.0%
3.27%
+42.1%
Q3 2018$12,005,000
+91.3%
237,681
+93.1%
2.30%
+37.4%
Q2 2018$6,276,000
+35.2%
123,100
+34.8%
1.68%
-8.3%
Q1 2018$4,642,000
+187.4%
91,350
+192.2%
1.83%
+147.1%
Q4 2017$1,615,00031,2620.74%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
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