GoalVest Advisory LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 728 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q1 2023$10,689
-88.4%
211
-88.9%
0.01%
-90.6%
Q3 2022$92,000
+33.3%
1,909
+39.6%
0.06%
+45.5%
Q2 2022$69,000
-6.8%
1,367
-4.9%
0.04%
+4.8%
Q1 2022$74,000
-58.4%
1,438
-55.4%
0.04%
-61.8%
Q2 2021$178,000
+14.1%
3,223
+13.0%
0.11%
-5.2%
Q1 2021$156,000
-8.8%
2,853
-8.1%
0.12%
-19.4%
Q4 2020$171,0003,1040.14%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2022
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