Sargent Investment Group, 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
Sargent Investment Group, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$436,459
-19.3%
9,074
-15.8%
0.10%
-19.8%
Q2 2023$541,070
-55.0%
10,774
-54.6%
0.13%
-58.7%
Q1 2023$1,201,275
-19.5%
23,750
-21.2%
0.32%
-31.5%
Q4 2022$1,492,124
+376.7%
30,150
+367.4%
0.46%
+377.3%
Q3 2022$313,000
+7.9%
6,450
+11.2%
0.10%
+7.8%
Q2 2022$290,0005,8000.09%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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