ForthRight Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
ForthRight Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,964,626
-11.5%
144,795
-7.6%
3.00%
-8.8%
Q2 2023$7,867,864
+119.8%
156,668
+121.7%
3.29%
+100.7%
Q1 2023$3,579,870
+63.2%
70,665
+59.5%
1.64%
+46.1%
Q4 2022$2,193,147
+22.9%
44,315
+19.6%
1.12%
+7.2%
Q3 2022$1,784,000
+48.7%
37,056
+54.1%
1.05%
+57.0%
Q2 2022$1,200,000
-80.6%
24,039
-80.0%
0.67%
-79.1%
Q1 2022$6,186,000
+0.1%
120,001
+6.6%
3.20%
-5.4%
Q4 2021$6,180,000
+6.0%
112,552
+5.8%
3.38%
-4.5%
Q3 2021$5,829,000
+2.3%
106,423
+3.3%
3.54%
-2.0%
Q2 2021$5,697,000
+4.6%
103,018
+3.4%
3.61%
-2.2%
Q1 2021$5,446,000
+5.1%
99,677
+6.2%
3.70%
-9.2%
Q4 2020$5,180,00093,8504.07%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders