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 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
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 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