Heartwood Wealth Advisors LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$15,651,740
-1.7%
325,400
+2.6%
2.31%
+2.2%
Q2 2023$15,921,247
+4.7%
317,030
+5.6%
2.26%
-0.4%
Q1 2023$15,212,742
+10.8%
300,291
+8.3%
2.27%
+5.5%
Q4 2022$13,724,022
+1.2%
277,309
-1.6%
2.15%
-8.6%
Q3 2022$13,566,000
+1.9%
281,801
+5.7%
2.35%
+7.3%
Q2 2022$13,315,000
+8.3%
266,724
+11.8%
2.19%
+19.7%
Q1 2022$12,295,000
-3.3%
238,508
+3.1%
1.83%
-4.1%
Q4 2021$12,709,000
+2.0%
231,443
+1.7%
1.91%
-1.6%
Q3 2021$12,461,000
+1.8%
227,507
+2.8%
1.94%
+3.1%
Q2 2021$12,243,000
+3.4%
221,394
+2.1%
1.88%
-1.1%
Q1 2021$11,843,000
+8.2%
216,740
+9.3%
1.90%
+7.6%
Q4 2020$10,949,000
-0.6%
198,385
-2.0%
1.77%
-16.1%
Q3 2020$11,019,000
+1.3%
202,408
+0.7%
2.11%
-2.1%
Q2 2020$10,877,000
+6.2%
200,907
+3.8%
2.15%
-12.4%
Q1 2020$10,240,000
+43.1%
193,576
+44.8%
2.46%
+79.6%
Q4 2019$7,156,000133,6611.37%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders