Financial Planning & Information Services, Inc. - VANGUARD MUN BD FDS ownership

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VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,243,336
+55.3%
46,639
+62.2%
0.42%
+57.1%
Q2 2023$1,444,076
+42.9%
28,755
+44.1%
0.27%
+35.7%
Q1 2023$1,010,768
+59.2%
19,952
+55.6%
0.20%
+45.2%
Q4 2022$634,709
+95.9%
12,825
+90.4%
0.14%
+73.1%
Q3 2022$324,000
-60.3%
6,737
-58.8%
0.08%
-60.8%
Q2 2022$817,000
+11.5%
16,366
+15.1%
0.20%
+21.3%
Q1 2022$733,000
+8.3%
14,217
+15.4%
0.16%
-1.8%
Q4 2021$677,000
-1.6%
12,325
-1.9%
0.17%
-10.7%
Q3 2021$688,000
-1.0%
12,5630.0%0.19%
-8.3%
Q2 2021$695,000
+1.3%
12,5630.0%0.20%
-2.9%
Q1 2021$686,000
-1.0%
12,5630.0%0.21%
-9.9%
Q4 2020$693,000
+27.4%
12,563
+25.6%
0.23%
+9.9%
Q3 2020$544,000
+85.7%
10,001
+84.8%
0.21%
+72.4%
Q2 2020$293,000
+17.7%
5,413
+14.8%
0.12%
-4.7%
Q1 2020$249,000
-1.2%
4,7140.0%0.13%
+29.0%
Q4 2019$252,000
-0.4%
4,7140.0%0.10%
-6.5%
Q3 2019$253,000
+1.2%
4,7140.0%0.11%
-0.9%
Q2 2019$250,000–4,714–0.11%–
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Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM 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