AVAII WEALTH MANAGEMENT, 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
AVAII WEALTH MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$643,239
-11.7%
13,373
-7.8%
0.49%
-12.9%
Q2 2023$728,434
-8.7%
14,505
-7.9%
0.56%
-19.6%
Q1 2023$797,585
+48.3%
15,744
+44.9%
0.70%
+44.5%
Q4 2022$537,660
+122.2%
10,864
+116.4%
0.48%
+91.6%
Q3 2022$242,000
+10.0%
5,020
+13.6%
0.25%
+6.8%
Q2 2022$220,000
-32.7%
4,419
-30.3%
0.24%
-22.2%
Q1 2022$327,0006,3400.30%
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