Kingsview Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 763 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$1,499,837
+45.9%
29,931
+47.4%
0.04%
+34.6%
Q1 2024$1,027,645
+33.2%
20,309
+34.4%
0.03%
+13.0%
Q4 2023$771,290
-65.5%
15,109
-67.5%
0.02%
-71.2%
Q3 2023$2,234,906
+295.4%
46,464
+312.9%
0.08%
+263.6%
Q2 2023$565,160
+115.0%
11,254
+116.9%
0.02%
+100.0%
Q1 2023$262,896
-8.0%
5,189
-10.1%
0.01%
-8.3%
Q4 2022$285,715
-32.1%
5,773
-34.0%
0.01%
-40.0%
Q3 2022$421,000
+38.5%
8,750
+43.8%
0.02%
+33.3%
Q2 2022$304,000
+34.6%
6,083
+38.9%
0.02%
+50.0%
Q1 2022$225,805
-5.9%
4,380
+0.1%
0.01%0.0%
Q4 2021$240,000
+0.4%
4,377
+0.2%
0.01%
-9.1%
Q3 2021$239,000
-0.8%
4,370
+0.1%
0.01%
-8.3%
Q2 2021$241,000
+1.3%
4,364
+0.1%
0.01%
-14.3%
Q1 2021$238,000
-0.8%
4,359
+0.1%
0.01%
-17.6%
Q4 2020$240,000
+1.3%
4,355
+0.2%
0.02%
-19.0%
Q3 2020$237,000
+0.9%
4,347
+0.2%
0.02%
-12.5%
Q2 2020$235,000
+2.6%
4,340
+0.2%
0.02%
-22.6%
Q1 2020$229,0004,3330.03%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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