NorthCrest Asset Manangement, LLC - 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
NorthCrest Asset Manangement, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,022,701
-8.6%
42,052
-4.5%
0.08%
-6.8%
Q2 2023$2,212,291
-2.7%
44,052
-1.9%
0.09%
-7.4%
Q1 2023$2,274,026
-0.4%
44,888
-5.4%
0.10%
-23.4%
Q3 2022$2,283,000
-4.1%
47,427
-0.5%
0.12%
+1.6%
Q2 2022$2,380,000
-9.6%
47,671
-0.6%
0.12%
-15.9%
Q4 2021$2,634,00047,9630.14%
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