Marcum Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,413,900
-3.2%
29,395
+1.1%
0.17%
-0.6%
Q2 2023$1,460,649
-9.0%
29,085
-8.2%
0.17%
-14.5%
Q1 2023$1,605,669
+6.8%
31,695
+4.4%
0.20%
+0.5%
Q4 2022$1,502,813
+26.2%
30,366
+22.8%
0.20%
+9.9%
Q3 2022$1,191,000
+19.6%
24,731
+24.0%
0.18%
+21.5%
Q2 2022$996,000
+26.6%
19,944
+30.7%
0.15%
+36.7%
Q1 2022$787,000
+35.7%
15,261
+44.4%
0.11%
+34.6%
Q4 2021$580,000
+4.5%
10,569
+4.2%
0.08%
-6.9%
Q3 2021$555,000
+24.7%
10,140
+25.9%
0.09%
+20.8%
Q2 2021$445,000
+14.7%
8,052
+13.4%
0.07%
+12.5%
Q1 2021$388,0007,0980.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders