RTD Financial Advisors, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
RTD Financial Advisors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$9,128,810
-2.6%
182,175
-1.6%
1.23%
-2.5%
Q1 2024$9,369,485
-3.9%
185,168
-3.1%
1.26%
-8.0%
Q4 2023$9,751,542
-53.0%
191,019
-55.7%
1.37%
-56.8%
Q3 2023$20,763,535
-3.2%
431,674
+1.1%
3.17%
+1.7%
Q2 2023$21,442,495
-1.1%
426,971
-0.2%
3.12%
-7.0%
Q1 2023$21,670,265
+1.2%
427,759
-1.1%
3.35%
-4.0%
Q4 2022$21,413,477
-1.6%
432,683
-0.7%
3.49%
+4.6%
Q2 2022$21,751,000435,7253.34%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders