Newton One Investments LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 763 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$10,909,745
-17.8%
217,716
-17.0%
4.70%
-19.4%
Q1 2024$13,269,073
+0.4%
262,235
+1.3%
5.84%
-4.0%
Q4 2023$13,212,159
+22.4%
258,808
+15.3%
6.08%
-5.5%
Q3 2023$10,793,109
-4.9%
224,389
-0.7%
6.43%
-1.2%
Q2 2023$11,343,544
+1.1%
225,877
+2.0%
6.51%
-3.4%
Q1 2023$11,215,238
+5.5%
221,383
+3.1%
6.74%
-1.8%
Q4 2022$10,629,477
-4.7%
214,780
-7.3%
6.86%
-13.6%
Q3 2022$11,155,000
-4.6%
231,730
-1.1%
7.94%
-8.6%
Q2 2022$11,693,000
+552.9%
234,230
+574.2%
8.69%
+566.2%
Q1 2022$1,791,000
+4.6%
34,743
+11.3%
1.30%
+7.9%
Q4 2021$1,713,000
+6.9%
31,205
+6.7%
1.21%
+1.3%
Q3 2021$1,602,00029,2541.19%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
ATMOS ADVISORY, LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders