Von Berge Wealth Management Group, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Von Berge Wealth Management Group, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$1,586,025
-4.0%
31,765
-2.7%
1.01%
-5.2%
Q1 2024$1,651,512
+29.9%
32,639
+30.8%
1.06%
+8.8%
Q4 2023$1,271,226
-1.4%
24,960
-6.9%
0.98%
-11.3%
Q3 2023$1,289,232
-24.8%
26,803
-21.4%
1.10%
-22.4%
Q2 2023$1,713,303
-1.6%
34,116
-0.9%
1.42%
-8.7%
Q1 2023$1,740,677
-1.2%
34,414
-0.8%
1.56%
-1.9%
Q4 2022$1,761,480
+5.2%
34,702
+0.5%
1.58%
-11.0%
Q3 2022$1,675,000
+479.6%
34,544
+502.5%
1.78%
+493.3%
Q2 2022$289,000
+9.1%
5,733
+9.8%
0.30%
+24.0%
Q1 2022$265,000
+31.8%
5,223
+38.7%
0.24%
+30.8%
Q4 2021$201,0003,7670.18%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
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