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 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
Soltis Investment Advisors LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
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 ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders