Atria Investments, 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
Atria Investments, Inc ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$7,391,009
-2.0%
153,659
+2.3%
0.13%
-2.9%
Q2 2023$7,542,998
-7.7%
150,199
-6.9%
0.14%
-12.3%
Q1 2023$8,169,651
+15.9%
161,264
+13.2%
0.16%
+6.9%
Q4 2022$7,049,524
+11.9%
142,443
+8.9%
0.14%
+4.3%
Q3 2022$6,299,000
-10.9%
130,838
-7.6%
0.14%
-6.1%
Q2 2022$7,066,000
+19.7%
141,553
+23.6%
0.15%
+43.7%
Q1 2022$5,903,000
+2.8%
114,510
+9.5%
0.10%
+1.0%
Q4 2021$5,740,000
+16.6%
104,531
+16.3%
0.10%
+14.6%
Q3 2021$4,924,000
+6.8%
89,896
+7.8%
0.09%0.0%
Q2 2021$4,612,000
-1.0%
83,403
-2.2%
0.09%
-13.6%
Q1 2021$4,658,000
+14.4%
85,255
+15.6%
0.10%
+5.1%
Q4 2020$4,070,000
+15.2%
73,754
+13.7%
0.10%
-8.4%
Q3 2020$3,532,000
+16.5%
64,880
+15.8%
0.11%
+2.9%
Q2 2020$3,033,000
-1.9%
56,027
-3.0%
0.10%
+23.8%
Q4 2019$3,091,000
+0.7%
57,738
+0.8%
0.08%
-22.9%
Q3 2019$3,071,000
-3.4%
57,279
-2.6%
0.11%
-8.4%
Q2 2019$3,178,000
+25.3%
58,793
+20.9%
0.12%
+11.2%
Q1 2019$2,536,000
+21.8%
48,638
+19.3%
0.11%
+16.3%
Q4 2018$2,082,000
-41.3%
40,783
-41.9%
0.09%
-34.3%
Q3 2018$3,544,000
+56.2%
70,162
+57.6%
0.14%
+40.0%
Q2 2018$2,269,000
+91.2%
44,507
+90.6%
0.10%
+75.4%
Q1 2018$1,187,000
+8.5%
23,353
+10.3%
0.06%
+5.6%
Q4 2017$1,094,000
+22.0%
21,167
+21.9%
0.05%
+10.2%
Q3 2017$897,000
-28.4%
17,361
-28.6%
0.05%
-65.5%
Q1 2016$1,252,000
+23.2%
24,326
+22.9%
0.14%
+26.8%
Q4 2015$1,016,000
+34.0%
19,790
+31.1%
0.11%
+6.7%
Q3 2015$758,00015,0900.10%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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