UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 250 filers reported holding VANGUARD MUN BD FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$547,118
-54.0%
11,375
-52.0%
0.00%
-33.3%
Q2 2023$1,190,168
-45.1%
23,699
-44.7%
0.01%
-50.0%
Q1 2023$2,169,331
-75.3%
42,821
-75.9%
0.01%
-75.5%
Q4 2022$8,779,281
+52.1%
177,395
+47.9%
0.05%
+44.1%
Q3 2022$5,773,000
+20.7%
119,913
+25.1%
0.03%
+30.8%
Q2 2022$4,784,000
+2.5%
95,825
+5.8%
0.03%
+13.0%
Q1 2022$4,669,000
+5.0%
90,571
+11.9%
0.02%
+15.0%
Q4 2021$4,445,000
+4.1%
80,942
+3.8%
0.02%
-4.8%
Q3 2021$4,270,000
+63.9%
77,954
+65.4%
0.02%
+61.5%
Q2 2021$2,606,000
+46.1%
47,132
+44.3%
0.01%
+30.0%
Q1 2021$1,784,000
+34.9%
32,658
+36.3%
0.01%
+25.0%
Q4 2020$1,322,000
+4.4%
23,957
+3.0%
0.01%0.0%
Q3 2020$1,266,000
-17.5%
23,255
-17.9%
0.01%
-27.3%
Q2 2020$1,534,000
+33.7%
28,340
+30.7%
0.01%
+22.2%
Q1 2020$1,147,000
+35.6%
21,681
+37.3%
0.01%
+80.0%
Q4 2019$846,000
+4.4%
15,796
+4.6%
0.01%
-16.7%
Q3 2019$810,000
-12.1%
15,108
-13.1%
0.01%0.0%
Q2 2019$922,000
-47.3%
17,382
-48.2%
0.01%
-50.0%
Q1 2019$1,749,000
-52.8%
33,541
-53.8%
0.01%
-58.6%
Q4 2018$3,708,000
+0.0%
72,637
-1.0%
0.03%
+11.5%
Q3 2018$3,707,000
+4.9%
73,391
+5.9%
0.03%0.0%
Q2 2018$3,534,000
-1.7%
69,331
-2.0%
0.03%
-3.7%
Q1 2018$3,595,000
+353.9%
70,737
+361.6%
0.03%
+350.0%
Q4 2017$792,000
+48.6%
15,325
+48.5%
0.01%
+20.0%
Q3 2017$533,000
-26.2%
10,319
-28.2%
0.01%
-28.6%
Q4 2016$722,000
-3.7%
14,3620.0%0.01%0.0%
Q3 2016$750,00014,3620.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2018
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