Orion Portfolio Solutions, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$16,110,413
-2.2%
334,936
+2.1%
0.20%
+11.4%
Q2 2023$16,477,951
+7.9%
328,115
+8.9%
0.18%
-6.9%
Q1 2023$15,268,687
+4.4%
301,395
+2.0%
0.19%
-63.3%
Q4 2022$14,628,814
+603.6%
295,591
+584.5%
0.51%
+524.4%
Q3 2022$2,079,000
-84.5%
43,181
-83.9%
0.08%
-84.7%
Q2 2022$13,376,000
-14.4%
267,954
-11.6%
0.54%
-2.2%
Q1 2022$15,623,000
-1.2%
303,071
+5.3%
0.55%
+4.0%
Q4 2021$15,805,000
+12.9%
287,838
+12.7%
0.53%
+2.5%
Q3 2021$13,994,000
+5.5%
255,511
+6.5%
0.52%
-1.2%
Q2 2021$13,262,000
-1.7%
239,823
-2.9%
0.52%
-10.8%
Q1 2021$13,495,000
+9.9%
246,981
+11.0%
0.58%
+1.9%
Q4 2020$12,278,000
+9.7%
222,465
+8.2%
0.57%
-1.5%
Q3 2020$11,197,000
+2.4%
205,667
+1.8%
0.58%
-1.7%
Q2 2020$10,938,000
+39.1%
202,037
+35.9%
0.59%
+9.4%
Q1 2020$7,864,000148,6580.54%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2021
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