Disciplined Investments, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$552,140
-3.2%
11,479
+1.0%
0.34%
+10.2%
Q2 2023$570,600
+18.7%
11,362
+19.8%
0.30%
+51.0%
Q1 2023$480,611
+60.2%
9,487
+56.5%
0.20%
+37.4%
Q4 2022$300,058
-70.7%
6,063
-71.5%
0.15%
-68.7%
Q3 2022$1,024,000
-21.3%
21,275
-18.4%
0.47%
-20.1%
Q2 2022$1,301,000
-50.6%
26,058
-49.0%
0.59%
+8.1%
Q1 2022$2,632,000
+114.5%
51,054
+128.6%
0.54%
+0.6%
Q4 2021$1,227,000
+79.4%
22,338
+79.0%
0.54%
+63.0%
Q3 2021$684,000
+4.9%
12,481
+5.8%
0.33%
-0.9%
Q2 2021$652,000
+19.4%
11,792
+18.1%
0.34%
+4.4%
Q1 2021$546,000
+1.1%
9,985
+2.1%
0.32%
-11.1%
Q4 2020$540,000
+76.5%
9,782
+74.1%
0.36%
+59.7%
Q3 2020$306,000
+236.3%
5,620
+232.7%
0.23%
+218.3%
Q2 2020$91,000
+85.7%
1,689
+82.4%
0.07%
+51.1%
Q1 2020$49,000
+113.0%
926
+120.0%
0.05%
+147.4%
Q4 2019$23,0004210.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders