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 868 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.8%.

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 ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
ATMOS ADVISORY, LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders