OLIO Financial Planning - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
OLIO Financial Planning ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$3,799,681
-0.4%
74,416
-0.4%
1.60%
-0.2%
Q1 2024$3,813,927
-0.3%
74,695
-0.3%
1.60%
+0.2%
Q4 2023$3,825,722
+7.6%
74,926
+1.4%
1.60%
-4.0%
Q3 2023$3,555,456
-5.1%
73,918
-0.9%
1.67%
-6.0%
Q2 2023$3,746,713
+10.2%
74,606
+11.1%
1.78%
+1.0%
Q1 2023$3,400,755
+6.9%
67,129
+4.5%
1.76%
+1.8%
Q4 2022$3,180,227
+8.7%
64,260
+5.7%
1.73%
-0.5%
Q3 2022$2,926,000
-13.5%
60,785
-10.3%
1.74%
-8.6%
Q2 2022$3,384,000
+217.4%
67,793
+227.8%
1.90%
+212.0%
Q1 2022$1,066,000
+2.1%
20,683
+8.8%
0.61%
-1.8%
Q4 2021$1,044,00019,0120.62%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders