O'ROURKE & COMPANY, Inc - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
O'ROURKE & COMPANY, Inc ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,459
-8.5%
51,128
-4.4%
1.79%
-4.8%
Q2 2023$2,687
+16.9%
53,509
+18.0%
1.88%
+7.6%
Q1 2023$2,298
+2.8%
45,353
+0.4%
1.75%
-1.3%
Q4 2022$2,236
-99.8%
45,187
+46.5%
1.77%
+36.9%
Q3 2022$1,485,000
+244.5%
30,854
+257.0%
1.30%
+255.1%
Q2 2022$431,0008,6430.36%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders