WBH ADVISORY INC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$712,031
+142.4%
14,803
+153.1%
0.09%
+148.6%
Q2 2023$293,693
-5.3%
5,848
-4.4%
0.04%
-10.3%
Q1 2023$309,980
-30.3%
6,119
-33.8%
0.04%
-39.1%
Q3 2022$445,000
-17.7%
9,248
-13.9%
0.06%
-11.1%
Q2 2022$541,000
-56.3%
10,738
-56.5%
0.07%
-52.6%
Q1 2022$1,238,000
-50.2%
24,674
-45.5%
0.15%
-46.3%
Q4 2021$2,485,000
+3.4%
45,263
+3.2%
0.28%
-12.4%
Q3 2021$2,403,000
+39.7%
43,878
+41.8%
0.32%
+28.2%
Q2 2021$1,720,000
+30.2%
30,948
+28.0%
0.25%
+17.8%
Q1 2021$1,321,000
+54.3%
24,176
+56.0%
0.21%
+45.6%
Q4 2020$856,000
+22.5%
15,501
+20.8%
0.15%
+4.3%
Q3 2020$699,000
+22.6%
12,832
+21.8%
0.14%
+2.2%
Q2 2020$570,000
+15.9%
10,533
+13.1%
0.14%
+20.0%
Q1 2020$492,000
+69.7%
9,310
+71.5%
0.12%
+94.9%
Q4 2019$290,0005,4270.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BAKER BOYER NATIONAL BANK 1,111,233$53,439,12321.73%
Mosaic Advisors LLC 412,667$19,849,28818.17%
Orgel Wealth Management, LLC 9,389,307$451,625,66715.27%
Strata Wealth Advisors, LLC 626,848$30,151,39614.52%
GPWM LLC 310,436$14,931,97212.76%
HT Partners LLC 832,898$40,062,39411.97%
Winthrop Advisory Group LLC 1,355,215$65,185,82610.70%
ASPIRIANT, LLC 4,265,321$205,162,01910.50%
West Financial Advisors, LLC 869,828$41,838,72710.50%
Quaker Wealth Management, LLC 420,375$20,220,0489.86%
View complete list of VANGUARD MUN BD FDS shareholders