VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764,358 | -1.7% | 15,891 | +2.6% | 0.06% | -1.5% |
| Q2 2023 | $777,707 | -36.4% | 15,486 | -35.8% | 0.07% | -42.1% |
| Q1 2023 | $1,222,375 | +143.5% | 24,129 | +137.8% | 0.11% | +123.5% |
| Q4 2022 | $502,076 | +76.8% | 10,145 | +70.4% | 0.05% | +218.8% |
| Q3 2022 | $284,000 | -32.5% | 5,955 | -29.1% | 0.02% | -33.3% |
| Q2 2022 | $421,000 | -27.4% | 8,394 | -25.4% | 0.02% | -14.3% |
| Q1 2022 | $580,000 | +171.0% | 11,259 | +188.0% | 0.03% | +33.3% |
| Q4 2021 | $214,000 | -11.9% | 3,910 | -17.7% | 0.02% | -67.7% |
| Q4 2018 | $243,000 | – | 4,753 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ackerman Capital Advisors, LLC | 1,405,554 | $76,518,000 | 21.30% |
| Leonard Rickey Investment Advisors P.L.L.C. | 516,986 | $28,145,000 | 17.61% |
| LWS Wealth Advisors, Inc. | 379,156 | $20,641,000 | 10.14% |
| SCS Capital Management LLC | 8,206,023 | $446,736,000 | 9.17% |
| Wealthfront Advisers LLC | 19,870,697 | $1,081,761,000 | 7.73% |
| RIVERSEDGE ADVISORS, LLC | 245,779 | $13,380,000 | 7.08% |
| First Ascent Asset Management, LLC | 212,283 | $11,557,000 | 6.27% |
| STEPH & CO | 115,583 | $6,292,000 | 5.88% |
| RWA WEALTH PARTNERS, LLC | 969,147 | $52,760,000 | 5.55% |
| Quaker Wealth Management, LLC | 187,904 | $10,230,000 | 5.50% |