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 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

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 Q4 2022
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders