J.W. COLE ADVISORS, 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
J.W. COLE ADVISORS, INC. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,081,558
-7.6%
22,486
-3.6%
0.08%
-3.6%
Q2 2023$1,171,001
-59.9%
23,317
-59.6%
0.08%
-60.1%
Q1 2023$2,921,352
+4.0%
57,666
+1.6%
0.21%
-3.7%
Q4 2022$2,809,135
+5.3%
56,761
+2.4%
0.22%
-3.1%
Q3 2022$2,668,000
-7.1%
55,415
-3.7%
0.22%
-2.6%
Q2 2022$2,872,000
-31.8%
57,539
-29.6%
0.23%
-18.8%
Q1 2022$4,213,000
-16.3%
81,724
-10.9%
0.28%
-14.0%
Q4 2021$5,036,000
+3.1%
91,708
+2.8%
0.33%
-6.0%
Q3 2021$4,885,000
+320.4%
89,194
+324.6%
0.35%
+283.5%
Q2 2021$1,162,000
-3.2%
21,008
-4.4%
0.09%
-21.6%
Q1 2021$1,201,000
-13.7%
21,983
-12.8%
0.12%
-20.0%
Q4 2020$1,391,000
+79.0%
25,212
+76.6%
0.14%
+141.7%
Q3 2020$777,000
+234.9%
14,275
+229.5%
0.06%
+106.9%
Q4 2019$232,0004,3320.03%
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