SONATA CAPITAL GROUP INC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,459
-4.2%
51,1300.0%1.31%
-1.1%
Q2 2023$2,568
-6.3%
51,130
-5.5%
1.33%
-10.5%
Q1 2023$2,740
+4.3%
54,080
+1.9%
1.48%
+1.5%
Q4 2022$2,627
-99.9%
53,080
+39.1%
1.46%
+44.3%
Q3 2022$1,837,000
+7.7%
38,150
+11.7%
1.01%
+14.2%
Q2 2022$1,705,000
+79.3%
34,150
+85.1%
0.89%
+111.0%
Q1 2022$951,000
-10.7%
18,450
-4.9%
0.42%
-5.8%
Q4 2021$1,065,000
+9.2%
19,400
+9.0%
0.45%
+2.1%
Q3 2021$975,000
-0.9%
17,8000.0%0.44%
-2.5%
Q2 2021$984,000
-41.5%
17,800
-42.2%
0.45%
-44.6%
Q1 2021$1,683,000
-11.9%
30,800
-11.0%
0.81%
-14.4%
Q4 2020$1,910,000
+7.6%
34,600
+6.1%
0.94%
-8.8%
Q3 2020$1,775,000
+7.1%
32,600
+6.5%
1.04%
-1.4%
Q2 2020$1,657,000
+17.8%
30,600
+15.0%
1.05%
-0.8%
Q1 2020$1,407,000
+9.1%
26,600
+10.4%
1.06%
+35.9%
Q4 2019$1,290,000
+2.0%
24,100
+2.1%
0.78%
-9.1%
Q3 2019$1,265,000
+24.1%
23,600
+22.9%
0.86%
+21.4%
Q2 2019$1,019,000
+1.8%
19,2000.0%0.71%
-5.2%
Q1 2019$1,001,000
+7.8%
19,200
+5.5%
0.74%
-1.6%
Q4 2018$929,000
+9.4%
18,200
+8.3%
0.76%
+31.4%
Q3 2018$849,000
+11.0%
16,800
+12.0%
0.58%
+4.9%
Q2 2018$765,000
+7.6%
15,000
+7.1%
0.55%
+5.4%
Q1 2018$711,000
+5.8%
14,000
+7.7%
0.52%
+7.4%
Q4 2017$672,000
+20.4%
13,000
+20.4%
0.48%
+16.9%
Q3 2017$558,000
+20.8%
10,800
+20.0%
0.42%
+20.6%
Q2 2017$462,000
+14.1%
9,000
+12.5%
0.34%
+12.8%
Q1 2017$405,000
+0.7%
8,0000.0%0.30%
-2.6%
Q4 2016$402,0008,0000.31%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2022
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