U.S. Capital Wealth Advisors, 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
U.S. Capital Wealth Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$592,688
+88.0%
12,322
+96.3%
0.03%
+80.0%
Q2 2023$315,254
-0.8%
6,277
+0.0%
0.02%0.0%
Q1 2023$317,948
+5.7%
6,276
+3.2%
0.02%
+7.1%
Q4 2022$300,899
-17.6%
6,080
-19.8%
0.01%
-22.2%
Q3 2022$365,000
-18.9%
7,580
-15.9%
0.02%
-10.0%
Q2 2022$450,000
-11.1%
9,016
-8.2%
0.02%
+11.1%
Q1 2022$506,000
-6.1%
9,8180.0%0.02%
-14.3%
Q4 2021$539,000
+0.2%
9,8180.0%0.02%
-8.7%
Q3 2021$538,0009,8180.02%
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