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Get Institutions for : 
Vanguard Municipal Bond Funds (VWIT.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 4    0
Total shares held : 
182,708  
% of shares held : 
2.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
70,662  
% of shares held change : 
  0.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
3
 70,662
 38.67%
 
Unchanged Positions :
1
 19
 0.01%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Financial Gravity Wealth Inc. 113 - 2023-12-31 19 $3,025,000 0
   ENCOMPASS WEALTH ADVISORS LLC 36 - 2023-12-31 104,722 $1,440,000 67,766
   PARTNERS CAPITAL INVESTMENT GROUP LLP 137 - 2023-12-31 75,618 $1,040,000 547
   Strategic Investment Solutions Inc. /IL 311 - 2023-12-31 2,349 $32,000 2,349

  4 Records found
  1    
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