BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,045 filers reported holding VANGUARD MUN BD FDS in Q2 2024. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$5,706,429
+2.8%
113,878
+3.8%
0.59%
+1.2%
Q1 2024$5,552,610
+0.9%
109,735
+1.8%
0.58%
-5.2%
Q4 2023$5,500,493
+9.3%
107,747
+3.0%
0.61%
+3.6%
Q3 2023$5,030,379
-2.5%
104,582
+1.8%
0.59%
+2.1%
Q2 2023$5,160,262
-3.7%
102,753
-2.8%
0.58%
-7.5%
Q1 2023$5,357,698
+0.0%
105,758
-2.3%
0.62%
-6.2%
Q4 2022$5,356,858
-15.2%
108,241
-17.5%
0.67%
-22.3%
Q3 2022$6,317,000
-12.4%
131,223
-9.2%
0.86%
-7.2%
Q2 2022$7,215,000
+1532.4%
144,531
+1582.2%
0.92%
+1709.8%
Q1 2022$442,000
-7.7%
8,592
-1.6%
0.05%
-1.9%
Q4 2021$479,000
+5.7%
8,730
+5.5%
0.05%
-1.9%
Q3 2021$453,000
+3.4%
8,274
+4.4%
0.05%
+3.9%
Q2 2021$438,000
+5.3%
7,928
+4.1%
0.05%
-16.4%
Q1 2021$416,000
+0.7%
7,615
+1.7%
0.06%
-3.2%
Q4 2020$413,000
+1.5%
7,4870.0%0.06%
-7.4%
Q3 2020$407,000
+0.5%
7,4870.0%0.07%
-5.6%
Q2 2020$405,000
+2.3%
7,4870.0%0.07%
-12.2%
Q1 2020$396,000
+57.1%
7,487
+59.0%
0.08%
+78.3%
Q4 2019$252,000
-9.0%
4,710
-9.0%
0.05%
-11.5%
Q3 2019$277,000
+1.1%
5,1780.0%0.05%
-5.5%
Q2 2019$274,000
+16.6%
5,178
+14.9%
0.06%
+12.2%
Q1 2019$235,000
+2.2%
4,5080.0%0.05%
-5.8%
Q4 2018$230,0004,5080.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,283,493$69,488,00020.83%
Leonard Rickey Investment Advisors P.L.L.C. 491,349$26,602,00017.32%
LWS Wealth Advisors, Inc. 319,364$17,290,0009.06%
SCS Capital Management LLC 7,344,990$397,658,0008.71%
Wealthfront Advisers LLC 18,058,372$977,680,0007.58%
First Ascent Asset Management, LLC 195,146$10,565,0007.53%
RIVERSEDGE ADVISORS, LLC 234,489$12,695,0007.41%
STEPH & CO 95,745$5,184,0005.17%
Compass Ion Advisors, LLC 106,544$5,768,0005.15%
Private Ocean, LLC 364,615$19,740,0004.84%
View complete list of VANGUARD MUN BD FDS shareholders