Stone Point Wealth LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,045 filers reported holding VANGUARD MUN BD FDS in Q2 2024. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stone Point Wealth LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$1,892,655
-1.2%
37,770
-0.2%
0.68%
+2.0%
Q1 2024$1,915,716
+23.5%
37,860
+24.6%
0.67%
+11.9%
Q4 2023$1,551,410
+8.7%
30,390
+2.4%
0.60%
-2.8%
Q3 2023$1,426,983
-16.2%
29,667
-12.5%
0.61%
-13.3%
Q2 2023$1,703,161
+14.0%
33,914
+15.0%
0.71%
+6.3%
Q1 2023$1,493,811
+14.2%
29,487
+11.6%
0.66%
+3.6%
Q4 2022$1,307,575
+79.9%
26,421
+75.0%
0.64%
+43.4%
Q3 2022$727,000
-25.4%
15,100
-22.6%
0.45%
-23.2%
Q2 2022$975,000
+165.7%
19,520
+174.7%
0.58%
+182.5%
Q1 2022$367,000
-44.8%
7,107
-41.5%
0.21%
-61.8%
Q4 2021$665,00012,1450.54%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,283,493$69,488,00020.83%
Leonard Rickey Investment Advisors P.L.L.C. 491,349$26,602,00017.32%
LWS Wealth Advisors, Inc. 319,364$17,290,0009.06%
SCS Capital Management LLC 7,344,990$397,658,0008.71%
Wealthfront Advisers LLC 18,058,372$977,680,0007.58%
First Ascent Asset Management, LLC 195,146$10,565,0007.53%
RIVERSEDGE ADVISORS, LLC 234,489$12,695,0007.41%
STEPH & CO 95,745$5,184,0005.17%
Compass Ion Advisors, LLC 106,544$5,768,0005.15%
Private Ocean, LLC 364,615$19,740,0004.84%
View complete list of VANGUARD MUN BD FDS shareholders