GoalVest Advisory 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
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 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