LWS Wealth Advisors, Inc. - 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
LWS Wealth Advisors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$307,000
-98.7%
6,391
-98.7%
0.13%
-98.5%
Q3 2022$22,919,000
+120.8%
476,081
+150.6%
8.78%
+86.4%
Q1 2021$10,381,000
-46.7%
189,981
-46.2%
4.71%
-46.2%
Q4 2020$19,482,000
-5.6%
352,991
-6.9%
8.76%
-13.6%
Q3 2020$20,641,000
+19.4%
379,156
+18.7%
10.14%
+12.0%
Q2 2020$17,290,000
+7.8%
319,364
+5.3%
9.06%
-13.3%
Q1 2020$16,042,000
-2.6%
303,260
-1.4%
10.44%
+23.2%
Q4 2019$16,462,000307,4688.48%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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