LAKE STREET PRIVATE WEALTH, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 310 filers reported holding VANGUARD MUN BD FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2022$251,000
-77.8%
5,030
-77.1%
0.05%
-73.9%
Q1 2022$1,132,000
-31.0%
21,962
-26.5%
0.20%
-29.5%
Q4 2021$1,641,000
-0.1%
29,893
-0.3%
0.29%
-27.8%
Q3 2021$1,642,000
-2.0%
29,983
-1.1%
0.40%
-6.3%
Q2 2021$1,675,000
+11.4%
30,330
+10.3%
0.43%
+2.7%
Q1 2021$1,503,000
-7.9%
27,499
-7.0%
0.42%
-11.9%
Q4 2020$1,632,000
-7.7%
29,563
-9.0%
0.47%
-20.7%
Q3 2020$1,768,000
-3.7%
32,481
-4.2%
0.59%
-12.6%
Q2 2020$1,835,000
+23.0%
33,901
+20.2%
0.68%
+0.1%
Q1 2020$1,492,000
+16.7%
28,209
+18.1%
0.68%
+38.6%
Q4 2019$1,279,000
+63.3%
23,893
+63.6%
0.49%
+37.6%
Q3 2019$783,00014,6030.36%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders