StrongBox Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
StrongBox Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2022$224,000
-6.7%
4,650
-3.5%
0.16%
+4.5%
Q2 2022$240,000
-60.5%
4,817
-59.1%
0.16%
-55.2%
Q1 2022$607,000
-49.2%
11,772
-45.9%
0.35%
-42.0%
Q4 2021$1,195,000
+0.9%
21,762
+0.7%
0.60%
-10.1%
Q3 2021$1,184,000
+0.6%
21,612
+1.6%
0.66%
-1.6%
Q2 2021$1,177,000
+4.9%
21,281
+3.7%
0.68%
-2.9%
Q1 2021$1,122,000
+4.6%
20,527
+5.6%
0.70%0.0%
Q4 2020$1,073,000
+10.5%
19,437
+9.0%
0.70%
-2.3%
Q3 2020$971,000
+20.6%
17,837
+20.0%
0.71%
-3.1%
Q2 2020$805,000
+52.8%
14,867
+49.2%
0.73%
+22.7%
Q1 2020$527,0009,9670.60%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
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