TriaGen 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
TriaGen Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,005,579
-4.2%
20,9060.0%0.51%
+6.9%
Q2 2023$1,049,899
+4.1%
20,906
+5.0%
0.48%
-5.3%
Q1 2023$1,008,742
+58.2%
19,912
+54.5%
0.51%
+43.2%
Q4 2022$637,629
+15.9%
12,884
+12.7%
0.35%
+16.4%
Q3 2022$550,00011,4340.30%
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