WATERSHED PRIVATE WEALTH 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
WATERSHED PRIVATE WEALTH LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$3,168,906
+38.4%
63,239
+39.8%
1.35%
+32.9%
Q1 2024$2,289,599
+105.3%
45,249
+107.1%
1.01%
+64.3%
Q4 2023$1,115,290
+6.1%
21,8470.0%0.62%
-4.8%
Q3 2023$1,050,841
-3.6%
21,847
+0.7%
0.65%
-1.8%
Q2 2023$1,089,87421,7020.66%
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