Executive Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$9,410,675
+108.7%
195,648
+117.9%
0.97%
+108.6%
Q2 2023$4,508,525
+14.2%
89,775
+15.2%
0.47%
+6.6%
Q1 2023$3,947,289
+8.0%
77,917
+5.5%
0.44%
-2.4%
Q4 2022$3,656,582
+19.6%
73,885
+2316.1%
0.45%
+5.4%
Q3 2022$3,058,000
-4.5%
3,058
-95.2%
0.43%
-0.9%
Q2 2022$3,201,000
-4.1%
64,129
-1.0%
0.43%
+18.8%
Q1 2022$3,339,000
-16.2%
64,775
-10.7%
0.36%
-8.8%
Q4 2021$3,984,000
-38.0%
72,557
-38.1%
0.40%
-44.0%
Q3 2021$6,424,000
+4.2%
117,303
+5.2%
0.71%
+4.9%
Q2 2021$6,168,000
-12.2%
111,538
-13.2%
0.68%
-18.0%
Q1 2021$7,022,000
-0.2%
128,518
+0.8%
0.82%
-4.7%
Q4 2020$7,038,000
+119.1%
127,536
+116.2%
0.86%
+94.8%
Q3 2020$3,212,000
+13.7%
59,000
+13.1%
0.44%
+4.7%
Q2 2020$2,824,000
-20.9%
52,178
-22.7%
0.42%
-33.2%
Q1 2020$3,572,00067,5270.64%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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