OptiFour Integrated Wealth 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
OptiFour Integrated Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2019$10,434,000
-3.3%
194,881
-3.1%
7.17%
-6.3%
Q3 2019$10,788,000
+1.0%
201,194
-0.1%
7.66%
+2.6%
Q2 2019$10,685,000
-1.0%
201,339
-2.7%
7.46%
-15.4%
Q1 2019$10,793,000
+6.4%
206,962
+4.2%
8.81%
-4.8%
Q4 2018$10,141,000
+303.1%
198,642
+298.7%
9.26%
+347.0%
Q3 2018$2,516,000
-20.3%
49,819
-19.6%
2.07%
-24.1%
Q2 2018$3,158,000
-0.2%
61,944
-0.5%
2.73%
+3.3%
Q1 2018$3,163,000
+0.4%
62,249
+2.1%
2.64%
+0.2%
Q4 2017$3,150,00060,9652.64%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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