EPG Wealth Management 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
EPG Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,040,541
-12.2%
21,633
-8.4%
0.31%
-10.5%
Q2 2023$1,185,482
-4.5%
23,606
-3.7%
0.35%
-10.5%
Q1 2023$1,241,845
+6.6%
24,513
+4.1%
0.39%
-11.7%
Q4 2022$1,165,305
+18.9%
23,546
+15.7%
0.44%
+10.2%
Q3 2022$980,000
+75.6%
20,350
+81.9%
0.40%
+69.3%
Q2 2022$558,000
+35.1%
11,185
+39.7%
0.24%
+66.4%
Q1 2022$413,000
+69.3%
8,004
+79.9%
0.14%
+66.3%
Q4 2021$244,000
+0.4%
4,448
+0.3%
0.09%
-11.3%
Q3 2021$243,000
+8.0%
4,436
+8.9%
0.10%
+2.1%
Q2 2021$225,000
-4.7%
4,073
-6.4%
0.10%
-43.1%
Q2 2020$236,000
+174.4%
4,353
+166.4%
0.17%
+165.1%
Q1 2020$86,000
+4.9%
1,634
+6.1%
0.06%
+5.0%
Q4 2019$82,0001,5400.06%
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