High Pines Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
High Pines Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,726,645
-14.9%
56,687
-11.2%
4.49%
-8.2%
Q2 2023$3,205,743
+16.0%
63,834
+17.1%
4.88%
+6.5%
Q1 2023$2,762,540
-0.7%
54,531
-3.0%
4.59%
-5.9%
Q4 2022$2,781,289
+13.9%
56,199
+10.8%
4.88%
+4.6%
Q3 2022$2,442,000
-12.8%
50,721
-9.5%
4.66%
-9.7%
Q2 2022$2,799,000
-14.5%
56,070
-11.7%
5.17%
+114.7%
Q1 2022$3,272,000
-28.1%
63,477
-23.4%
2.41%
-24.1%
Q4 2021$4,552,000
+5.7%
82,902
+5.4%
3.17%
+7.2%
Q3 2021$4,308,000
+6.7%
78,652
+7.7%
2.96%
-2.9%
Q2 2021$4,038,000
+4.3%
73,016
+3.0%
3.05%
-11.0%
Q1 2021$3,873,000
+0.7%
70,875
+1.7%
3.42%
-3.8%
Q4 2020$3,847,00069,7013.56%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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