PINNACLE ASSOCIATES LTD - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,370,897
-3.8%
49,291
+0.4%
0.04%
+2.3%
Q2 2023$2,464,597
+49.7%
49,076
+51.0%
0.04%
+26.5%
Q1 2023$1,646,197
+22.5%
32,495
+19.7%
0.03%
+17.2%
Q4 2022$1,343,555
+8.2%
27,148
+5.2%
0.03%0.0%
Q3 2022$1,242,000
+8.9%
25,795
+12.9%
0.03%
+16.0%
Q2 2022$1,141,000
-20.7%
22,851
-18.1%
0.02%0.0%
Q1 2022$1,438,000
-12.6%
27,901
-6.9%
0.02%
-10.7%
Q4 2021$1,645,000
+65.8%
29,961
+65.4%
0.03%
+55.6%
Q3 2021$992,000
+7.0%
18,115
+8.0%
0.02%
+5.9%
Q2 2021$927,000
+48.1%
16,766
+46.2%
0.02%
+41.7%
Q1 2021$626,000
+27.2%
11,465
+28.6%
0.01%
+20.0%
Q4 2020$492,000
-17.3%
8,916
-18.4%
0.01%
-28.6%
Q3 2020$595,000
+25.5%
10,931
+24.7%
0.01%
+16.7%
Q2 2020$474,000
-9.4%
8,763
-11.4%
0.01%
-25.0%
Q1 2020$523,000
-37.7%
9,892
-37.0%
0.02%
-11.1%
Q4 2019$840,000
+203.2%
15,697
+203.3%
0.02%
+157.1%
Q3 2019$277,000
-25.5%
5,175
-27.4%
0.01%
-12.5%
Q1 2019$372,000
+27.0%
7,125
+22.7%
0.01%
+33.3%
Q3 2018$293,000
-33.0%
5,805
-32.3%
0.01%
-33.3%
Q2 2018$437,0008,5700.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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