Everhart Financial Group, Inc. - 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
Everhart Financial Group, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,523,375
-2.1%
31,671
+2.2%
0.65%
+0.3%
Q2 2023$1,556,217
-5.3%
30,988
-4.5%
0.64%
-12.6%
Q1 2023$1,643,562
+9.4%
32,443
+6.8%
0.74%
-2.4%
Q4 2022$1,503,011
+109.6%
30,370
+103.9%
0.76%
+90.2%
Q3 2022$717,000
+27.8%
14,898
+32.6%
0.40%
+16.4%
Q2 2022$561,000
-77.6%
11,234
-76.9%
0.34%
-76.4%
Q1 2022$2,504,000
+576.8%
48,568
+621.6%
1.45%
+548.9%
Q4 2021$370,000
+1.9%
6,731
+1.5%
0.22%
-10.4%
Q3 2021$363,000
-30.7%
6,634
-29.9%
0.25%
-31.0%
Q2 2021$524,000
-5.2%
9,469
-6.4%
0.36%
-25.6%
Q1 2021$553,000
-1.2%
10,115
-0.3%
0.48%
-6.2%
Q4 2020$560,00010,1480.52%
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