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 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2023
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
GPWM LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders