IEQ CAPITAL, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$776,633
-5.0%
16,146
-0.8%
0.02%0.0%
Q2 2023$817,287
+184.4%
16,274
+186.9%
0.02%
+128.6%
Q1 2023$287,367
-0.6%
5,672
-2.9%
0.01%
-12.5%
Q4 2022$288,959
-8.8%
5,839
-11.4%
0.01%
-11.1%
Q3 2022$317,000
-33.7%
6,589
-31.2%
0.01%
-35.7%
Q2 2022$478,000
+31.7%
9,573
+36.0%
0.01%
+55.6%
Q1 2022$363,000
-4.2%
7,037
+1.7%
0.01%
-10.0%
Q3 2021$379,0006,9200.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2022
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