Agate Pass Investment 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
Agate Pass Investment Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2023$544,682
+35.4%
10,670
+27.5%
0.32%
+15.8%
Q3 2023$402,420
-4.1%
8,366
+0.2%
0.27%
+7.1%
Q2 2023$419,488
-9.5%
8,353
-8.7%
0.26%
-15.8%
Q1 2023$463,387
+4.4%
9,147
+2.0%
0.30%
-3.5%
Q4 2022$443,925
-42.6%
8,970
-44.2%
0.31%
-46.9%
Q3 2022$774,000
-70.4%
16,068
-69.4%
0.59%
-68.0%
Q2 2022$2,619,000
-18.4%
52,464
-15.8%
1.84%
-8.0%
Q1 2022$3,211,000
+19.3%
62,284
+27.1%
2.00%
+19.8%
Q4 2021$2,691,00049,0151.67%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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