Opes Wealth Management LLC - 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
Opes Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$863,155
+21.1%
17,945
+26.5%
0.24%
+18.3%
Q2 2023$712,622
+26.6%
14,190
+27.7%
0.20%
+11.0%
Q1 2023$563,086
+9.1%
11,115
+6.6%
0.18%
-2.7%
Q4 2022$515,933
+29.6%
10,425
+26.1%
0.19%
+17.6%
Q3 2022$398,000
+86.9%
8,270
+93.5%
0.16%
+87.1%
Q2 2022$213,000
-13.8%
4,275
-10.8%
0.08%
+6.2%
Q1 2022$247,000
-21.6%
4,790
-16.6%
0.08%
-18.4%
Q4 2021$315,000
+28.0%
5,745
+28.0%
0.10%
+12.6%
Q3 2021$246,000
+13.4%
4,490
+14.5%
0.09%
+8.8%
Q2 2021$217,0003,9200.08%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders