Financial Strategies Group, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$988,825
+4.4%
19,670
+4.2%
0.25%
-2.0%
Q1 2024$946,767
+15.8%
18,882
+16.3%
0.25%
+8.5%
Q4 2023$817,383
-34.1%
16,231
-37.5%
0.23%
-40.2%
Q3 2023$1,240,467
-14.1%
25,989
-9.6%
0.39%
-15.4%
Q2 2023$1,443,721
+20.7%
28,748
+21.8%
0.46%
+0.4%
Q1 2023$1,195,667
-6.7%
23,602
-8.9%
0.46%
-13.7%
Q4 2022$1,282,163
+38.2%
25,908
+34.3%
0.53%
+26.6%
Q3 2022$928,000
-21.0%
19,285
-18.0%
0.42%
-14.4%
Q2 2022$1,174,000
-27.3%
23,508
-24.9%
0.49%
-23.5%
Q1 2022$1,614,000
+0.2%
31,302
+6.7%
0.64%
-2.1%
Q4 2021$1,611,000
-1.2%
29,332
-1.4%
0.66%
-9.8%
Q3 2021$1,630,000
+9.0%
29,754
+10.0%
0.73%
+5.2%
Q2 2021$1,495,000
+8.8%
27,038
+7.5%
0.69%
-2.8%
Q1 2021$1,374,000
-11.5%
25,144
-10.6%
0.71%
-17.7%
Q4 2020$1,552,000
+60.3%
28,127
+58.1%
0.86%
+32.7%
Q3 2020$968,000
+32.4%
17,788
+31.7%
0.65%
+19.9%
Q2 2020$731,000
+167.8%
13,508
+161.4%
0.54%
+120.2%
Q1 2020$273,0005,1680.25%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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