Soltis Investment Advisors LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$7,411,697
-13.3%
147,909
-12.4%
0.78%
-18.0%
Q1 2024$8,544,620
+20.8%
168,866
+21.8%
0.96%
+19.6%
Q4 2023$7,075,873
+5.8%
138,607
-0.3%
0.80%
-7.2%
Q3 2023$6,689,031
+19.3%
139,065
+24.6%
0.86%
+32.1%
Q2 2023$5,606,193
-1.2%
111,633
-0.4%
0.65%
-9.7%
Q1 2023$5,676,061
+117.8%
112,042
+112.8%
0.72%
+110.5%
Q4 2022$2,605,506
+149.3%
52,647
+142.6%
0.34%
+118.5%
Q3 2022$1,045,000
-3.6%
21,7050.0%0.16%0.0%
Q2 2022$1,084,000
-3.1%
21,7050.0%0.16%
+1.3%
Q1 2022$1,119,000
+332.0%
21,705
+359.6%
0.16%
+318.9%
Q4 2021$259,000
-80.6%
4,723
-80.7%
0.04%
-82.1%
Q3 2021$1,338,000
-0.6%
24,422
+0.4%
0.21%
-2.8%
Q2 2021$1,346,000
+67.2%
24,334
+65.3%
0.21%
+44.9%
Q1 2021$805,00014,7250.15%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders