PDS Planning, Inc - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,580,173
-5.5%
136,802
-1.4%
0.85%
-4.5%
Q2 2023$6,966,117
-1.4%
138,712
-0.5%
0.89%
-8.5%
Q1 2023$7,061,940
+1.9%
139,399
-0.4%
0.97%
-12.0%
Q4 2022$6,927,527
-34.1%
139,978
-35.9%
1.11%
-42.2%
Q3 2022$10,514,000
+2.6%
218,395
+6.4%
1.91%
+3.2%
Q2 2022$10,249,000
+373.0%
205,315
+388.4%
1.86%
+386.9%
Q1 2022$2,167,000
+254.1%
42,040
+277.0%
0.38%
+225.6%
Q4 2021$612,000
+0.7%
11,151
+0.5%
0.12%
-16.4%
Q3 2021$608,000
-0.7%
11,101
+0.3%
0.14%
-6.0%
Q2 2021$612,000
+4.1%
11,064
+2.9%
0.15%
-12.9%
Q1 2021$588,000
-0.7%
10,753
+0.3%
0.17%
-15.8%
Q4 2020$592,000
+1.9%
10,725
+0.6%
0.20%
-14.3%
Q3 2020$581,000
+64.1%
10,666
+63.2%
0.24%
+48.1%
Q2 2020$354,000
+10.6%
6,534
+7.9%
0.16%
-21.6%
Q1 2020$320,0006,0540.20%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Leonard Rickey Investment Advisors P.L.L.C. 456,819$23,216,00018.12%
JANICZEK WEALTH MANAGEMENT, LLC 239,363$12,164,0006.89%
WEALTHFRONT Corp 8,570,455$435,551,0004.42%
RiverGlades Family Offices LLC 101,250$5,146,0004.10%
Garde Capital, Inc. 348,686$17,720,0003.22%
Hudock, Inc. 140,043$7,117,0002.96%
Sargent Bickham Lagudis LLC 443,189$22,523,0002.80%
OptiFour Integrated Wealth Management, LLC 62,249$3,163,0002.64%
Dragon Financial & Investment Group, LLC 52,192$2,652,0002.40%
Independence Advisors, LLC 257,288$13,076,0002.16%
View complete list of VANGUARD MUN BD FDS shareholders