Lake Point Wealth Management - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2022$329,000
-4.1%
6,600
-0.9%
0.19%
+17.6%
Q1 2022$343,000
-6.3%
6,6610.0%0.16%
-0.6%
Q4 2021$366,000
+0.3%
6,6610.0%0.16%
-4.8%
Q3 2021$365,000
-0.8%
6,6610.0%0.17%
-2.3%
Q2 2021$368,000
-87.5%
6,661
-88.0%
0.17%
-93.4%
Q1 2020$2,944,000
-3.3%
55,659
-2.1%
2.59%
+156.0%
Q4 2019$3,044,000
+17.1%
56,855
+16.1%
1.01%
+12.1%
Q2 2019$2,599,0000.0%48,9760.0%0.90%0.0%
Q1 2019$2,599,000
+156.1%
48,976
+146.2%
0.90%
+137.6%
Q4 2018$1,015,00019,8900.38%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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