Marcum Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

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 Q3 2022
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders