SteelPeak Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,518,875
-14.0%
73,157
-10.2%
0.22%
-9.1%
Q2 2023$4,092,201
+2.1%
81,485
+3.0%
0.24%
-10.7%
Q1 2023$4,009,252
+144.8%
79,140
+139.2%
0.27%
+126.7%
Q4 2022$1,637,688
-40.7%
33,091
-42.3%
0.12%
-41.5%
Q3 2022$2,760,000
-23.8%
57,336
-21.0%
0.20%
-21.2%
Q2 2022$3,624,000
-0.7%
72,597
+2.5%
0.26%
+25.6%
Q1 2022$3,650,000
-8.9%
70,810
-2.9%
0.21%
-8.4%
Q4 2021$4,005,000
+28.2%
72,935
+27.9%
0.23%
+9.7%
Q3 2021$3,123,000
+3.0%
57,029
+4.1%
0.21%
-2.8%
Q2 2021$3,031,000
+8.9%
54,808
+7.6%
0.21%
-3.2%
Q1 2021$2,783,000
-2.5%
50,927
-1.5%
0.22%
-15.4%
Q4 2020$2,854,000
+2.7%
51,710
+1.3%
0.26%
-13.1%
Q3 2020$2,780,000
+17.8%
51,058
+17.1%
0.30%
+0.3%
Q2 2020$2,360,000
+30.5%
43,590
+27.5%
0.30%
+3.8%
Q1 2020$1,809,000
-2.1%
34,188
-0.9%
0.29%
+12.2%
Q4 2019$1,848,00034,5070.26%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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