BARTLETT & CO. WEALTH MANAGEMENT LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 314 filers reported holding VANGUARD MUN BD FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$2,460,000
-13.1%
49,092
-12.3%
0.04%
-15.9%
Q1 2024$2,831,222
+5.9%
55,953
+6.8%
0.04%
+2.3%
Q4 2023$2,674,421
+35.3%
52,378
+27.4%
0.04%
+22.9%
Q3 2023$1,977,054
-11.8%
41,103
-7.9%
0.04%
-10.3%
Q2 2023$2,241,369
-6.5%
44,631
-5.7%
0.04%
-15.2%
Q1 2023$2,396,725
-6.7%
47,310
-8.8%
0.05%
-11.5%
Q4 2022$2,568,482
-0.8%
51,899
-3.5%
0.05%
-7.1%
Q3 2022$2,588,680
+1.1%
53,774
+4.9%
0.06%
+7.7%
Q2 2022$2,559,898
+7.5%
51,280
+11.0%
0.05%
+23.8%
Q1 2022$2,382,022
-9.0%
46,208
-3.1%
0.04%
-4.5%
Q4 2021$2,617,724
-6.4%
47,673
-6.6%
0.04%
-17.0%
Q3 2021$2,795,899
-1.3%
51,048
-0.3%
0.05%
-1.9%
Q2 2021$2,831,802
-3.0%
51,208
-4.2%
0.05%
-8.5%
Q1 2021$2,920,399
-5.3%
53,448
-4.4%
0.06%
-10.6%
Q4 2020$3,085,011
-2.7%
55,898
-4.0%
0.07%
-10.8%
Q3 2020$3,170,749
-1.2%
58,243
-1.8%
0.07%
-11.9%
Q2 2020$3,210,394
+2.3%
59,298
-0.1%
0.08%
-12.5%
Q1 2020$3,139,509
-4.2%
59,348
-3.1%
0.10%
+20.0%
Q4 2019$3,278,682
+2.5%
61,238
+2.7%
0.08%
-4.8%
Q3 2019$3,198,593
+8.9%
59,653
+7.8%
0.08%
-22.9%
Q2 2019$2,937,053
+2.2%
55,343
+0.4%
0.11%
-0.9%
Q1 2019$2,873,882
+0.5%
55,108
-1.6%
0.11%
-9.8%
Q4 2018$2,858,187
+45.9%
55,988
+44.3%
0.12%
+67.1%
Q3 2018$1,959,182
+22.8%
38,788
+24.0%
0.07%
+12.3%
Q2 2018$1,595,011
+16.4%
31,287
+16.0%
0.06%
+14.0%
Q1 2018$1,370,76826,9730.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Passive Capital Management, LLC. 601,866$33,048,43818.72%
Ackerman Capital Advisors, LLC 1,433,972$78,739,00018.07%
ATMOS ADVISORY, LLC 321,731$17,666,00014.77%
Brooklyn FI, LLC 243,365$13,363,00012.55%
Leonard Rickey Investment Advisors P.L.L.C. 619,280$34,005,00012.46%
SCS Capital Management LLC 10,075,980$553,272,00012.14%
MARYLAND CAPITAL ADVISORS INC. 259,838$14,268,00011.77%
Quaker Wealth Management, LLC 312,246$17,145,0007.29%
Wealthfront Advisers LLC 28,739,198$1,578,070,0006.67%
Silver Oak Advisory Group, Inc. 184,613$10,137,0006.42%
View complete list of VANGUARD MUN BD FDS shareholders