Avantax Planning Partners, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,803,268
-4.2%
58,2800.0%0.12%
+0.9%
Q2 2023$2,926,822
-1.1%
58,280
-0.3%
0.12%
-3.3%
Q1 2023$2,959,912
-2.3%
58,427
-4.6%
0.12%0.0%
Q4 2022$3,029,976
+112.0%
61,224
+106.2%
0.12%
+87.5%
Q3 2022$1,429,000
+42.2%
29,686
+47.4%
0.06%
+48.8%
Q2 2022$1,005,000
+285.1%
20,142
+298.5%
0.04%
+330.0%
Q1 2022$261,000
-6.1%
5,0550.0%0.01%
-9.1%
Q4 2021$278,000
+0.4%
5,0550.0%0.01%
-15.4%
Q3 2021$277,000
-1.1%
5,0550.0%0.01%0.0%
Q2 2021$280,000
-20.0%
5,055
-21.0%
0.01%
-27.8%
Q1 2021$350,000
+25.4%
6,401
+26.6%
0.02%
+28.6%
Q4 2020$279,000
-8.8%
5,055
-9.9%
0.01%
-12.5%
Q3 2020$306,000
+0.7%
5,6120.0%0.02%
-5.9%
Q2 2020$304,000
+2.4%
5,6120.0%0.02%
-19.0%
Q1 2020$297,000
-5.7%
5,612
-4.7%
0.02%
+10.5%
Q4 2019$315,0005,8910.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Mosaic Advisors LLC 999,154$49,878,00037.34%
Ackerman Capital Advisors, LLC 1,488,047$74,283,00020.00%
Passive Capital Management, LLC. 681,610$34,025,95317.32%
GPWM LLC 367,667$18,353,00016.66%
HT Partners LLC 771,341$38,505,00015.32%
Orgel Wealth Management, LLC 4,892,226$244,220,00013.82%
ASPIRIANT, LLC 5,509,327$275,018,00013.27%
KilterHowling LLC 215,514$10,758,48212.08%
First Ascent Asset Management, LLC 1,268,313$63,314,00011.96%
Leonard Rickey Investment Advisors P.L.L.C. 529,177$26,416,00011.55%
View complete list of VANGUARD MUN BD FDS shareholders