SOA Wealth Advisors, LLC. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$189,537
-2.8%
3,940
+1.5%
0.05%
+2.2%
Q2 2023$194,904
-4.2%
3,881
-3.3%
0.05%
-8.0%
Q1 2023$203,400
+2.1%
4,015
-0.2%
0.05%
-7.4%
Q4 2022$199,197
-3.8%
4,025
-6.7%
0.05%
-12.9%
Q3 2022$207,000
-27.1%
4,314
-24.3%
0.06%
-26.2%
Q2 2022$284,000
-48.1%
5,698
-46.3%
0.08%
-36.8%
Q1 2022$547,000
-4.0%
10,613
+2.1%
0.13%
-3.6%
Q4 2021$570,000
+10.9%
10,395
+10.6%
0.14%
+4.5%
Q3 2021$514,000
-24.5%
9,395
-23.8%
0.13%
-24.6%
Q2 2021$681,000
+1.2%
12,3280.0%0.18%
-6.9%
Q1 2021$673,000
-4.5%
12,328
-2.9%
0.19%
-2.1%
Q4 2020$705,00012,7010.19%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 436,767$23,179,00015.59%
Wealthfront Advisers LLC 16,537,852$877,664,0007.62%
OptiFour Integrated Wealth Management, LLC 201,339$10,685,0007.46%
JANICZEK WEALTH MANAGEMENT, LLC 196,566$10,432,0004.88%
Greenwich Investment Management, Inc. 86,246$4,577,0004.47%
WealthStone, Inc. 171,954$9,125,598,0004.09%
Garde Capital, Inc. 421,361$22,362,0003.66%
Altium Wealth Management LLC 430,903$22,868,0003.32%
RiverGlades Family Offices LLC 60,595$3,216,0002.87%
Resource Planning Group 91,361$4,849,0002.85%
View complete list of VANGUARD MUN BD FDS shareholders