Evergreen Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Evergreen Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2022$452,000
-3.6%
9,3910.0%0.19%
+0.5%
Q2 2022$469,000
-3.1%
9,3910.0%0.19%
+11.2%
Q1 2022$484,000
+88.3%
9,391
+99.9%
0.17%
+86.8%
Q3 2021$257,0000.0%4,6990.0%0.09%
-18.0%
Q2 2021$257,0000.0%4,6990.0%0.11%
+13.3%
Q1 2021$257,000
-0.8%
4,6990.0%0.10%
-8.4%
Q4 2020$259,0004,6990.11%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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