VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $117,164 | -8.3% | 2,333 | -7.5% | 0.03% | -3.3% |
Q1 2023 | $127,714 | -10.8% | 2,521 | -12.9% | 0.03% | -11.8% |
Q4 2022 | $143,174 | -35.5% | 2,893 | -37.3% | 0.03% | -27.7% |
Q3 2022 | $222,000 | -2.6% | 4,611 | +2.0% | 0.05% | +9.3% |
Q2 2022 | $228,000 | +8.1% | 4,520 | +9.0% | 0.04% | +7.5% |
Q1 2022 | $211,000 | – | 4,148 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ackerman Capital Advisors, LLC | 1,405,554 | $76,518,000 | 21.30% |
Leonard Rickey Investment Advisors P.L.L.C. | 516,986 | $28,145,000 | 17.61% |
LWS Wealth Advisors, Inc. | 379,156 | $20,641,000 | 10.14% |
SCS Capital Management LLC | 8,206,023 | $446,736,000 | 9.17% |
Wealthfront Advisers LLC | 19,870,697 | $1,081,761,000 | 7.73% |
RIVERSEDGE ADVISORS, LLC | 245,779 | $13,380,000 | 7.08% |
First Ascent Asset Management, LLC | 212,283 | $11,557,000 | 6.27% |
STEPH & CO | 115,583 | $6,292,000 | 5.88% |
RWA WEALTH PARTNERS, LLC | 969,147 | $52,760,000 | 5.55% |
Quaker Wealth Management, LLC | 187,904 | $10,230,000 | 5.50% |