Clear Perspectives Financial Planning, 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2022$51,222
+5022.2%
1,035
+4212.5%
0.03%
Q2 2022$1,000
-92.9%
24
-91.4%
0.00%
-100.0%
Q1 2022$14,000
-22.2%
279
-13.4%
0.01%
-28.6%
Q4 2021$18,000
-83.2%
322
-83.5%
0.01%
-85.4%
Q3 2021$107,000
+174.4%
1,957
+174.9%
0.05%
+152.6%
Q2 2021$39,0000.0%7120.0%0.02%
-17.4%
Q1 2021$39,0000.0%7120.0%0.02%
-8.0%
Q4 2020$39,0007120.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders