Valmark Advisers, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,109,758
+3.0%
127,022
+7.5%
0.13%
+5.0%
Q2 2023$5,933,345
-2.7%
118,147
-1.8%
0.12%
-7.6%
Q1 2023$6,096,792
+7.6%
120,347
+5.1%
0.13%0.0%
Q4 2022$5,667,273
+7.4%
114,513
+4.4%
0.13%
+23.6%
Q3 2022$5,279,000
+6.6%
109,660
+10.6%
0.11%
+10.4%
Q2 2022$4,950,000
+16.4%
99,168
+20.2%
0.10%
+28.0%
Q1 2022$4,251,000
+6.9%
82,469
+13.9%
0.08%
+10.3%
Q4 2021$3,975,000
+34.2%
72,400
+33.9%
0.07%
+25.9%
Q3 2021$2,961,000
+106.2%
54,057
+108.1%
0.05%
+107.7%
Q2 2021$1,436,000
+170.4%
25,974
+167.5%
0.03%
+160.0%
Q1 2021$531,000
-0.9%
9,7100.0%0.01%
-9.1%
Q4 2020$536,000
+1.3%
9,7100.0%0.01%
-8.3%
Q3 2020$529,000
+8.2%
9,710
+7.4%
0.01%0.0%
Q2 2020$489,000
+14.0%
9,037
+11.4%
0.01%
+9.1%
Q1 2020$429,000
+27.3%
8,111
+29.0%
0.01%
+57.1%
Q4 2019$337,000
+12.3%
6,289
+11.2%
0.01%0.0%
Q2 2019$300,000
+13.2%
5,654
+11.5%
0.01%
+16.7%
Q1 2019$265,000
+7.3%
5,072
+4.9%
0.01%0.0%
Q4 2018$247,0004,8350.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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