GoalVest Advisory LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

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 Q2 2023
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders