Southland Equity Partners LLC - VANGUARD MUN BD FDS ownership

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
Southland Equity Partners LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$808,513
-4.2%
16,8090.0%0.28%
-2.5%
Q2 2023$844,148
-0.9%
16,8090.0%0.28%
-14.9%
Q1 2023$851,544
+2.4%
16,8090.0%0.34%
+4.4%
Q4 2022$831,877
+2.8%
16,8090.0%0.32%
-19.1%
Q3 2022$809,185
-3.6%
16,8090.0%0.40%
+3.7%
Q2 2022$839,105
-3.2%
16,8090.0%0.38%
+6.4%
Q1 2022$866,504
-6.1%
16,8090.0%0.36%
-5.0%
Q4 2021$922,982
+0.3%
16,8090.0%0.38%
-10.4%
Q3 2021$920,629
-1.0%
16,8090.0%0.42%
-3.6%
Q2 2021$929,538
+7.0%
16,809
+5.8%
0.44%
-11.0%
Q1 2021$868,339
+0.2%
15,892
+1.2%
0.49%
-15.6%
Q4 2020$866,98015,7090.58%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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