Westside Investment Management, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$270,130
-4.2%
5,6160.0%0.08%
-2.5%
Q2 2023$282,036
-0.9%
5,6160.0%0.08%
-4.8%
Q1 2023$284,507
+102610.1%
5,6160.0%0.08%
+8300.0%
Q4 2022$2775,6160.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2022
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