Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,101,586
+84.5%
22,902
+92.6%
0.00%
+300.0%
Q2 2023$597,066
-9.5%
11,889
-8.7%
0.00%
-92.3%
Q1 2023$659,644
+125.9%
13,021
+120.7%
0.01%
+225.0%
Q4 2022$292,047
-53.3%
5,901
-54.6%
0.00%
-50.0%
Q3 2022$626,000
-3.2%
13,009
-49.1%
0.01%0.0%
Q2 2022$647,000
-67.8%
25,545
-34.4%
0.01%
-61.9%
Q1 2022$2,007,000
-5.8%
38,926
+0.3%
0.02%0.0%
Q4 2021$2,131,000
+183.4%
38,818
+183.0%
0.02%
+110.0%
Q3 2021$752,000
-0.5%
13,719
+0.3%
0.01%
-9.1%
Q2 2021$756,00013,6740.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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