CGN Advisors LLC - VANGUARD MUN BD FDS ownership

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%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2023$4,043,820
+2.5%
79,213
-3.4%
0.56%
+5.5%
Q3 2023$3,945,351
-39.0%
82,024
-36.3%
0.53%
-42.8%
Q2 2023$6,470,492
+2.2%
128,843
+3.1%
0.93%
-7.0%
Q1 2023$6,333,713
+4.9%
125,024
+2.5%
1.00%
-6.1%
Q4 2022$6,038,866
+24.5%
122,022
+21.1%
1.06%
-12.6%
Q3 2022$4,849,000
+29.3%
100,734
+34.1%
1.22%
+15.0%
Q2 2022$3,751,000
-11.9%
75,135
-9.0%
1.06%
-0.4%
Q1 2022$4,257,000
-20.2%
82,572
-15.0%
1.06%
-23.6%
Q4 2021$5,335,000
+27.2%
97,153
+26.9%
1.39%
+1.3%
Q3 2021$4,195,000
-33.1%
76,588
-32.4%
1.37%
-30.8%
Q2 2021$6,268,000
+12.8%
113,340
+11.4%
1.98%
-1.0%
Q1 2021$5,557,000
+1.1%
101,697
+2.1%
2.00%
-9.1%
Q4 2020$5,495,00099,5722.20%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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