Baron Wealth Management LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baron Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2023$358,449
+6.9%
7,022
+0.8%
0.20%
-8.4%
Q3 2023$335,186
-3.5%
6,969
+0.7%
0.21%
-3.2%
Q2 2023$347,472
-0.2%
6,919
+0.7%
0.22%
-10.5%
Q1 2023$348,142
+2.8%
6,872
+0.5%
0.25%
-5.0%
Q4 2022$338,5416,8410.26%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders