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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,270,686 | +5.1% | 566,958 | +9.7% | 4.58% | +2.8% |
| Q2 2023 | $25,948,234 | +15.6% | 516,691 | +16.6% | 4.45% | +0.5% |
| Q1 2023 | $22,446,737 | +26.4% | 443,086 | +23.4% | 4.43% | +6.9% |
| Q4 2022 | $17,763,038 | +27.3% | 358,922 | +23.8% | 4.15% | -7.0% |
| Q3 2022 | $13,951,646 | +3519.3% | 289,814 | +3653.1% | 4.46% | +2363.5% |
| Q2 2022 | $385,483 | -8.1% | 7,722 | -5.1% | 0.18% | -10.0% |
| Q1 2022 | $419,566 | – | 8,139 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 436,767 | $23,179,000 | 15.59% |
| Wealthfront Advisers LLC | 16,537,852 | $877,664,000 | 7.62% |
| OptiFour Integrated Wealth Management, LLC | 201,339 | $10,685,000 | 7.46% |
| JANICZEK WEALTH MANAGEMENT, LLC | 196,566 | $10,432,000 | 4.88% |
| Greenwich Investment Management, Inc. | 86,246 | $4,577,000 | 4.47% |
| WealthStone, Inc. | 171,954 | $9,125,598,000 | 4.09% |
| Garde Capital, Inc. | 421,361 | $22,362,000 | 3.66% |
| Altium Wealth Management LLC | 430,903 | $22,868,000 | 3.32% |
| RiverGlades Family Offices LLC | 60,595 | $3,216,000 | 2.87% |
| Resource Planning Group | 91,361 | $4,849,000 | 2.85% |