Great Diamond Partners, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$520,346
-15.2%
10,818
-11.5%
0.14%
-13.0%
Q2 2023$613,739
-2.3%
12,221
-1.4%
0.16%
-11.0%
Q1 2023$628,184
+12.6%
12,400
+10.0%
0.18%
+5.8%
Q4 2022$558,000
-30.6%
11,275
-32.6%
0.17%
-37.5%
Q3 2022$804,000
-3.6%
16,7200.0%0.28%
-0.7%
Q2 2022$834,000
-62.2%
16,720
-61.0%
0.28%
-55.0%
Q1 2022$2,209,000
-24.4%
42,860
-19.5%
0.62%
-18.3%
Q4 2021$2,923,000
-6.8%
53,245
-7.0%
0.75%
-12.4%
Q3 2021$3,136,000
+10.0%
57,270
+11.1%
0.86%
+6.7%
Q2 2021$2,850,000
+4.1%
51,540
+2.8%
0.81%
-4.3%
Q1 2021$2,738,000
-8.9%
50,122
-8.0%
0.84%
-12.1%
Q4 2020$3,006,000
+7.6%
54,482
+6.1%
0.96%
-6.5%
Q3 2020$2,794,000
-2.5%
51,335
-3.0%
1.02%
-13.6%
Q2 2020$2,866,000
-6.6%
52,946
-8.8%
1.19%
-24.9%
Q1 2020$3,070,00058,0451.58%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2023
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