WEBSTERROGERS FINANCIAL 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
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,386,426
-9.1%
91,193
-5.1%
1.93%
-8.2%
Q2 2023$4,825,534
+0.1%
96,087
+1.0%
2.10%
-5.2%
Q1 2023$4,818,668
+20.7%
95,118
+17.9%
2.22%
+14.6%
Q4 2022$3,992,759
+6.6%
80,678
+3.7%
1.93%
-1.8%
Q3 2022$3,744,000
+4.3%
77,770
+8.2%
1.97%
+12.3%
Q2 2022$3,588,000
+23.8%
71,867
+27.6%
1.75%
+18.2%
Q1 2022$2,899,000
-57.7%
56,303
-54.9%
1.48%
-4.3%
Q4 2021$6,851,000
+7.0%
124,772
+6.7%
1.55%
+4.4%
Q3 2021$6,403,000
+0.5%
116,908
+2.0%
1.48%
-2.4%
Q2 2021$6,370,000
+0.5%
114,602
-1.2%
1.52%
-11.3%
Q1 2021$6,339,000
+0.3%
116,022
+1.3%
1.72%
-6.9%
Q4 2020$6,317,000114,4861.84%
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