CVA Family Office, 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
CVA Family Office, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2023$138,356
-0.9%
2,7550.0%0.03%
-6.5%
Q1 2023$139,568
+20.3%
2,755
+17.5%
0.03%
+10.7%
Q4 2022$116,005
+23.4%
2,344
+20.0%
0.03%
+7.7%
Q3 2022$94,000
-4.1%
1,9540.0%0.03%
-3.7%
Q2 2022$98,000
-3.0%
1,9540.0%0.03%
+12.5%
Q1 2022$101,000
-5.6%
1,9540.0%0.02%
-11.1%
Q4 2021$107,000
+386.4%
1,954
+388.5%
0.03%
+68.8%
Q3 2021$22,000
-79.6%
400
-79.5%
0.02%
-48.4%
Q2 2021$108,000
+0.9%
1,9540.0%0.03%
-24.4%
Q1 2021$107,000
-0.9%
1,9540.0%0.04%
-37.9%
Q4 2020$108,000
+390.9%
1,954
+388.5%
0.07%
+312.5%
Q3 2020$22,0000.0%4000.0%0.02%
-11.1%
Q2 2020$22,000
+4.8%
4000.0%0.02%
-14.3%
Q1 2020$21,0004000.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders