Wolff Financial Management LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 881 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q1 2024$999
-0.6%
19,751
+0.3%
0.29%
-6.1%
Q4 2023$1,005
+6.7%
19,694
+0.6%
0.31%
-3.7%
Q3 2023$942
-13.7%
19,582
-9.2%
0.32%
-15.3%
Q1 2023$1,092
-5.4%
21,560
-7.5%
0.38%
-11.0%
Q4 2022$1,154
-99.9%
23,318
+0.5%
0.43%
-16.1%
Q3 2022$1,116,000
-25.5%
23,195
-22.7%
0.51%
-23.6%
Q2 2022$1,498,000
-1.9%
30,010
+1.3%
0.67%
+9.9%
Q1 2022$1,527,000
-6.0%
29,626
+0.2%
0.61%
-1.5%
Q4 2021$1,624,000
+9.7%
29,567
+9.1%
0.62%
-9.4%
Q1 2021$1,481,000
+1.0%
27,102
+1.9%
0.68%
-11.7%
Q4 2020$1,467,000
+1.8%
26,587
+0.4%
0.77%
-10.1%
Q3 2020$1,441,000
+0.8%
26,474
+0.3%
0.86%
-5.9%
Q2 2020$1,429,000
+13.6%
26,385
+10.9%
0.91%
-4.3%
Q1 2020$1,258,000
+8.1%
23,786
+9.4%
0.95%
+23.1%
Q4 2019$1,164,000
+0.3%
21,742
+0.5%
0.77%
-8.9%
Q3 2019$1,161,000
+10.9%
21,644
+9.7%
0.85%
+5.1%
Q2 2019$1,047,000
+175.5%
19,728
+170.7%
0.81%
+155.9%
Q1 2019$380,000
+2.4%
7,288
+0.4%
0.32%
-12.7%
Q4 2018$371,0007,2590.36%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders