B. Riley Wealth Advisors, Inc. - VANGUARD MUN BD FDS ownership

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VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

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Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$796,108
-23.4%
16,551
-20.0%
0.02%
-4.3%
Q2 2023$1,039,510
-18.7%
20,699
-18.0%
0.02%
-32.4%
Q1 2023$1,279,185
+66.3%
25,250
+62.4%
0.03%
+54.5%
Q4 2022$769,280
-2.1%
15,544
-4.8%
0.02%
-8.3%
Q3 2022$786,000
+17.3%
16,326
+21.8%
0.02%
-14.3%
Q2 2022$670,000
+18.0%
13,408
+21.7%
0.03%
+47.4%
Q1 2022$568,000
+8.6%
11,018
+15.9%
0.02%
+26.7%
Q4 2021$523,000
+7.0%
9,509
+6.5%
0.02%
-6.2%
Q3 2021$489,000
+58.8%
8,928
+60.5%
0.02%
+60.0%
Q2 2021$308,000
+4.4%
5,564
+3.2%
0.01%0.0%
Q1 2021$295,000
-51.8%
5,391
-52.8%
0.01%
-80.8%
Q4 2019$612,000
+10.1%
11,423
+10.3%
0.05%
-5.5%
Q3 2019$556,000
+55.7%
10,359
+54.0%
0.06%
+41.0%
Q2 2019$357,000
+33.7%
6,725
+31.6%
0.04%
+18.2%
Q1 2019$267,000
+31.5%
5,111
+27.5%
0.03%
+37.5%
Q3 2018$203,000–4,010–0.02%–
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Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
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