Occidental Asset Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$221,452
-14.4%
4,604
-10.6%
0.05%
-13.6%
Q2 2023$258,633
-0.9%
5,1500.0%0.06%
-9.2%
Q1 2023$260,899
+2.4%
5,1500.0%0.06%
-7.1%
Q4 2022$254,874
-75.8%
5,150
-73.2%
0.07%
-74.4%
Q3 2021$1,052,000
-0.9%
19,2000.0%0.27%
-3.2%
Q2 2021$1,062,000
+1.2%
19,2000.0%0.28%
-9.6%
Q1 2021$1,049,000
-5.3%
19,200
-4.4%
0.31%
-15.0%
Q4 2020$1,108,000
+1.4%
20,0850.0%0.37%
-19.3%
Q3 2020$1,093,000
+5.8%
20,085
+5.2%
0.46%
-0.4%
Q2 2020$1,033,000
+2.3%
19,0850.0%0.46%
-10.0%
Q1 2020$1,010,000
-22.1%
19,085
-21.2%
0.51%
-3.8%
Q4 2019$1,296,000
-0.2%
24,2100.0%0.53%
-2.9%
Q3 2019$1,298,000
+6.0%
24,210
+5.0%
0.54%
-1.3%
Q2 2019$1,224,000
+1.7%
23,0600.0%0.55%
-4.7%
Q1 2019$1,203,000
+2.2%
23,0600.0%0.58%
-13.1%
Q4 2018$1,177,000
+15.4%
23,060
+14.2%
0.66%
+30.6%
Q3 2018$1,020,000
+9.9%
20,200
+11.0%
0.51%
+2.8%
Q2 2018$928,000
+0.3%
18,2000.0%0.50%
-0.8%
Q1 2018$925,000
-1.6%
18,2000.0%0.50%
+2.3%
Q4 2017$940,0000.0%18,2000.0%0.49%
-6.2%
Q3 2017$940,000
+0.6%
18,2000.0%0.52%
-7.0%
Q2 2017$934,000
+127.8%
18,200
+124.7%
0.56%
+105.5%
Q1 2017$410,000
+0.7%
8,1000.0%0.27%
-7.2%
Q4 2016$407,0008,1000.29%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
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