XML Financial, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 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
XML Financial, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$7,118,664
-24.3%
147,997
-21.0%
0.85%
-21.6%
Q2 2023$9,409,301
+29.9%
187,362
+31.1%
1.09%
+23.4%
Q1 2023$7,242,202
+2.1%
142,957
-0.3%
0.88%
-1.0%
Q4 2022$7,095,827
+5.2%
143,379
+2.3%
0.89%
-4.9%
Q3 2022$6,747,000
+0.5%
140,161
+4.2%
0.94%
-38.2%
Q2 2022$6,712,000
+2452.1%
134,454
+2540.5%
1.52%
+4793.5%
Q1 2022$263,000
-27.3%
5,092
-22.8%
0.03%
-29.5%
Q4 2021$362,000
+29.7%
6,592
+29.5%
0.04%
+18.9%
Q3 2021$279,000
-1.1%
5,092
+0.0%
0.04%
-40.3%
Q2 2021$282,000
+3.3%
5,091
+1.7%
0.06%
-7.5%
Q1 2021$273,000
-2.8%
5,005
-1.7%
0.07%
-8.2%
Q4 2020$281,000
+3.3%
5,091
+1.7%
0.07%
-14.1%
Q3 2020$272,0005,0050.08%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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