Foundations Investment Advisors, LLC - 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 Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2023$407,560
-30.1%
8,115
-30.0%
0.01%
-45.8%
Q2 2022$583,000
+11.5%
11,597
+12.3%
0.02%
+20.0%
Q1 2022$523,000
-33.6%
10,324
-28.6%
0.02%
-33.3%
Q4 2021$788,000
-6.0%
14,462
-5.6%
0.03%
-18.9%
Q3 2021$838,000
+17.7%
15,315
+19.2%
0.04%
+8.8%
Q2 2021$712,000
+1.1%
12,848
-0.1%
0.03%
-17.1%
Q1 2021$704,00012,8630.04%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders