AXXCESS WEALTH MANAGEMENT, 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
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$5,476,469
-2.1%
109,289
-1.2%
0.14%
-5.2%
Q1 2024$5,595,990
-11.3%
110,593
-10.5%
0.15%
-16.4%
Q4 2023$6,308,850
+36.4%
123,582
+28.5%
0.18%
+15.8%
Q3 2023$4,626,685
+86.8%
96,189
+95.1%
0.16%
-11.7%
Q2 2023$2,476,298
-2.2%
49,309
-1.3%
0.18%
-6.8%
Q1 2023$2,531,987
+19.2%
49,980
+16.4%
0.19%
+9.7%
Q4 2022$2,124,408
+140.3%
42,926
+133.8%
0.18%
+108.3%
Q3 2022$884,000
-38.5%
18,363
-36.3%
0.08%
-36.4%
Q2 2022$1,438,000
+49.0%
28,807
+54.0%
0.13%
+76.0%
Q1 2022$965,000
-22.3%
18,709
-17.3%
0.08%
-17.6%
Q4 2021$1,242,00022,6270.09%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
ATMOS ADVISORY, 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