Moser Wealth Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Moser Wealth Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$765,031
-4.2%
15,9050.0%0.54%
-0.2%
Q2 2023$798,749
-7.3%
15,905
-8.6%
0.54%
-17.2%
Q4 2022$861,373
-0.6%
17,405
-3.3%
0.65%
-4.1%
Q3 2022$867,000
+113.0%
18,005
+120.9%
0.68%
+123.8%
Q2 2022$407,000
-34.5%
8,150
-32.4%
0.30%
-21.9%
Q1 2022$621,000
-24.6%
12,055
-19.7%
0.39%
-22.1%
Q4 2021$824,000
-22.8%
15,005
-23.1%
0.50%
-27.1%
Q3 2021$1,068,000
-2.4%
19,505
-1.4%
0.68%
-3.0%
Q2 2021$1,094,000
+1.7%
19,790
+0.5%
0.70%
-6.9%
Q1 2021$1,076,000
+23.4%
19,700
+24.7%
0.76%
+17.6%
Q4 2020$872,000
+1.4%
15,8000.0%0.64%
-6.0%
Q3 2020$860,000
+0.6%
15,8000.0%0.68%
-16.2%
Q2 2020$855,000
+2.3%
15,8000.0%0.82%
-16.0%
Q1 2020$836,000
-1.2%
15,8000.0%0.97%
+19.6%
Q4 2019$846,00015,8000.81%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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