HBK Sorce Advisory LLC - 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
HBK Sorce Advisory LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$20,408,844
-0.7%
424,300
+3.7%
0.90%
+3.3%
Q2 2023$20,547,562
+1.8%
409,151
+2.7%
0.87%
-5.1%
Q1 2023$20,178,635
+48436.7%
398,315
-52.6%
0.92%
-18.1%
Q4 2022$41,574
-86.0%
840,052
+13484.3%
1.12%
+5490.0%
Q3 2022$298,000
-44.6%
6,184
-42.6%
0.02%
-50.0%
Q2 2022$538,000
-68.5%
10,779
-67.5%
0.04%
-57.4%
Q1 2022$1,710,000
+68.1%
33,163
+79.0%
0.09%
+84.3%
Q4 2021$1,017,000
+12.4%
18,524
+12.1%
0.05%
+2.0%
Q3 2021$905,000
+10.8%
16,526
+11.9%
0.05%
+11.1%
Q2 2021$817,000
+3.5%
14,766
+2.2%
0.04%
-4.3%
Q1 2021$789,000
-7.9%
14,448
-6.9%
0.05%
-11.3%
Q4 2020$857,00015,5220.05%
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