CATALYST PRIVATE WEALTH, 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
CATALYST PRIVATE WEALTH, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2023$1,257,719
-79.1%
24,637
-80.3%
0.59%
-83.4%
Q3 2023$6,017,935
+1408.8%
125,113
+1475.3%
3.56%
+1323.2%
Q2 2023$398,847
-0.3%
7,942
+0.5%
0.25%
-9.7%
Q1 2023$400,163
+2.4%
7,8990.0%0.28%
-12.9%
Q4 2022$390,922
+1761.5%
7,899
+1995.2%
0.32%
+1490.0%
Q3 2020$21,0003770.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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