Geneos Wealth Management Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$917,896
-5.4%
19,083
-1.2%
0.05%
-7.8%
Q2 2023$970,211
+22.1%
19,319
+23.1%
0.05%
+6.2%
Q1 2023$794,774
+720.4%
15,688
+701.6%
0.05%
+700.0%
Q4 2022$96,875
+3.1%
1,957
+0.1%
0.01%0.0%
Q3 2022$94,000
-61.0%
1,955
-59.4%
0.01%
-50.0%
Q2 2022$241,000
-5.1%
4,815
-2.5%
0.01%
+9.1%
Q1 2022$254,000
-75.1%
4,940
-73.4%
0.01%
-71.8%
Q4 2021$1,021,000
-5.9%
18,606
-6.2%
0.04%
-7.1%
Q3 2021$1,085,000
+159.6%
19,839
+162.1%
0.04%
+162.5%
Q2 2021$418,000
+4.0%
7,568
+3.4%
0.02%
+45.5%
Q1 2021$402,000
-0.7%
7,318
-1.3%
0.01%
-31.2%
Q4 2020$405,000
+35.9%
7,418
+35.2%
0.02%
+6.7%
Q3 2020$298,000
+0.7%
5,4860.0%0.02%
-6.2%
Q2 2020$296,000
-4.2%
5,486
-5.3%
0.02%
-23.8%
Q1 2020$309,000
+90.7%
5,791
+90.7%
0.02%
+133.3%
Q4 2019$162,000
+22.7%
3,036
+22.7%
0.01%
+12.5%
Q3 2019$132,000
+83.3%
2,475
+82.0%
0.01%
+100.0%
Q2 2019$72,0001,3600.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders