BLUE SQUARE ASSET MANAGEMENT, 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
BLUE SQUARE ASSET MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q1 2022$1,777,000
-61.3%
34,467
-58.8%
1.48%
-48.0%
Q4 2021$4,591,000
+0.4%
83,603
+0.1%
2.85%
-0.3%
Q3 2021$4,574,000
+2.3%
83,510
+3.3%
2.86%
+4.1%
Q2 2021$4,472,000
-4.0%
80,874
-5.1%
2.75%
-7.5%
Q1 2021$4,656,000
+4.7%
85,214
+5.8%
2.97%
+0.1%
Q4 2020$4,445,000
+4.2%
80,534
+2.8%
2.97%
+0.7%
Q3 2020$4,265,000
-1.8%
78,338
-2.3%
2.94%
-1.6%
Q2 2020$4,341,000
+27.6%
80,183
+24.7%
2.99%
-4.8%
Q1 2020$3,401,000
-35.8%
64,294
-35.0%
3.14%
-23.8%
Q4 2019$5,295,000
+7.5%
98,907
+7.7%
4.13%
+6.6%
Q3 2019$4,926,00091,8713.87%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders