Aspire Private Capital, 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
Aspire Private Capital, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$10,688,654
+3.7%
222,217
+8.3%
3.48%
+6.2%
Q2 2023$10,305,198
+17.0%
205,201
+18.1%
3.28%
+12.2%
Q1 2023$8,805,108
+17.8%
173,808
+15.1%
2.92%
+8.9%
Q4 2022$7,476,238
+12.0%
151,066
+8.9%
2.68%
+5.7%
Q3 2022$6,677,000
-2.1%
138,704
+1.5%
2.54%
+4.3%
Q2 2022$6,823,000
+0.5%
136,673
+3.8%
2.44%
+12.4%
Q1 2022$6,788,000
+7.7%
131,671
+14.7%
2.17%
+10.0%
Q4 2021$6,301,000
+5.0%
114,748
+4.7%
1.97%
-1.7%
Q3 2021$6,000,000
+5.9%
109,557
+6.9%
2.00%
+10.4%
Q2 2021$5,667,000
+5.9%
102,485
+4.7%
1.82%
-3.0%
Q1 2021$5,349,000
+5.4%
97,902
+6.5%
1.87%
-3.4%
Q4 2020$5,074,000
+9.3%
91,929
+7.8%
1.94%
+1.9%
Q3 2020$4,644,000
+8.1%
85,303
+7.5%
1.90%
-4.8%
Q2 2020$4,295,000
+1.8%
79,331
-0.5%
2.00%
-12.8%
Q1 2020$4,217,000
+2.6%
79,710
+3.8%
2.29%
+28.6%
Q4 2019$4,112,000
+12.5%
76,804
+12.7%
1.78%
+2.4%
Q3 2019$3,656,000
+16.2%
68,178
+15.0%
1.74%
+15.6%
Q2 2019$3,147,000
+20.4%
59,293
+18.3%
1.50%
+14.1%
Q1 2019$2,614,000
+50.8%
50,125
+47.6%
1.32%
+31.6%
Q4 2018$1,733,00033,9491.00%
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