CAPTRUST FINANCIAL ADVISORS - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$14,228,858
-28.2%
295,818
-25.1%
0.05%
-30.8%
Q2 2023$19,829,469
+48.7%
394,852
+50.0%
0.08%
+32.2%
Q1 2023$13,337,084
-7.2%
263,267
-9.3%
0.06%
-18.1%
Q4 2022$14,368,671
-5.9%
290,335
-8.4%
0.07%
-19.1%
Q3 2022$15,263,000
-4.5%
317,046
-1.0%
0.09%
-13.6%
Q2 2022$15,987,000
+5.9%
320,247
+9.4%
0.10%
+5.1%
Q1 2022$15,091,000
-18.8%
292,749
-13.5%
0.10%
-22.8%
Q4 2021$18,587,000
-6.9%
338,499
-7.1%
0.13%
-23.5%
Q3 2021$19,957,000
+1143.4%
364,386
+1155.8%
0.17%
+1006.7%
Q2 2021$1,605,000
+22.0%
29,016
+20.5%
0.02%
+7.1%
Q1 2021$1,316,000
+0.2%
24,080
+1.2%
0.01%
-17.6%
Q4 2020$1,314,000
-10.4%
23,804
-11.7%
0.02%
-29.2%
Q3 2020$1,467,000
-68.5%
26,956
-68.7%
0.02%
-68.8%
Q2 2020$4,658,000
+39.2%
86,010
+33.8%
0.08%
+4.1%
Q1 2020$3,347,000
+57.1%
64,278
+61.7%
0.07%
+117.6%
Q4 2019$2,131,000
-25.5%
39,751
-29.1%
0.03%
-77.8%
Q4 2018$2,860,00056,0320.15%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2021
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