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 1,405,554$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