Erickson Financial Group, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 720 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Erickson Financial Group, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$363,849
-1.0%
7,2610.0%0.28%
-3.8%
Q1 2024$367,407
-22.1%
7,261
-21.4%
0.29%
-26.5%
Q4 2023$471,651
+6.1%
9,2390.0%0.39%
-5.8%
Q3 2023$444,396
-4.2%
9,2390.0%0.42%
-1.2%
Q2 2023$463,983
-0.9%
9,2390.0%0.42%
-9.3%
Q1 2023$468,048
+2.4%
9,2390.0%0.46%
-6.3%
Q4 2022$457,238
-6.9%
9,239
-9.4%
0.50%
-9.3%
Q3 2022$491,000
-6.3%
10,196
-2.8%
0.55%
-2.7%
Q2 2022$524,000
-8.4%
10,491
-5.4%
0.56%
+8.9%
Q1 2022$572,000
-6.1%
11,0910.0%0.52%
-1.9%
Q4 2021$609,00011,0910.52%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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