Heritage Financial Services, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,013,419
-4.2%
21,0690.0%0.20%
-6.6%
Q2 2023$1,058,086
-81.7%
21,069
-81.5%
0.21%
-83.2%
Q1 2023$5,779,612
+1.6%
114,086
-0.8%
1.26%
-12.6%
Q4 2022$5,690,969
+13.5%
114,992
+10.4%
1.44%
-52.6%
Q3 2022$5,014,000
+590.6%
104,172
+615.3%
3.04%
+651.4%
Q2 2022$726,000
-13.1%
14,563
-10.1%
0.40%
-25.8%
Q1 2022$835,000
-5.8%
16,206
+0.4%
0.55%
-21.3%
Q4 2021$886,00016,1490.69%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders