NewSquare Capital LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$974,747
-8.1%
20,265
-4.1%
0.10%
-6.4%
Q2 2023$1,061,149
-6.5%
21,130
-5.7%
0.11%
-17.9%
Q1 2023$1,134,784
-0.2%
22,400
-2.5%
0.13%
-5.6%
Q4 2022$1,136,587
+3.1%
22,966
+0.3%
0.14%
+2.9%
Q3 2022$1,102,000
-7.6%
22,896
-4.1%
0.14%
-9.8%
Q2 2022$1,192,000
-27.3%
23,876
-24.9%
0.15%
-12.1%
Q1 2022$1,639,000
-3.8%
31,801
+2.4%
0.17%
-3.9%
Q4 2021$1,704,000
+5.2%
31,041
+4.9%
0.18%
-4.2%
Q3 2021$1,620,000
+35.8%
29,582
+37.1%
0.19%
+34.0%
Q2 2021$1,193,000
-0.7%
21,570
-1.9%
0.14%
-10.2%
Q1 2021$1,202,000
-4.7%
21,990
-3.7%
0.16%
-11.3%
Q4 2020$1,261,000
+36.3%
22,845
+34.5%
0.18%
+18.8%
Q3 2020$925,000
+37.9%
16,990
+37.0%
0.15%
+29.6%
Q2 2020$671,000
+7.5%
12,400
+5.1%
0.12%
-0.9%
Q1 2020$624,000
-16.4%
11,795
-15.4%
0.12%
-5.7%
Q4 2019$746,000
+16.4%
13,935
+16.6%
0.12%
+6.0%
Q3 2019$641,000
+20.7%
11,955
+19.6%
0.12%
+19.6%
Q2 2019$531,000
-0.9%
10,000
-2.8%
0.10%
-4.9%
Q1 2019$536,000
-0.6%
10,285
-2.6%
0.10%
-10.5%
Q4 2018$539,000
-12.9%
10,555
-13.9%
0.11%
-2.6%
Q3 2018$619,000
+0.7%
12,260
+1.8%
0.12%
-6.4%
Q2 2018$615,000
-11.6%
12,045
-12.0%
0.12%
-17.2%
Q1 2018$696,000
-7.6%
13,695
-6.1%
0.15%
-12.2%
Q4 2017$753,000
-18.1%
14,581
-63.4%
0.17%
-21.8%
Q3 2017$919,000
+4.4%
39,866
+132.5%
0.22%
+2.8%
Q2 2017$880,000
+44.7%
17,145
+42.9%
0.21%
+47.6%
Q1 2017$608,000
-3.9%
12,002
-4.6%
0.14%
-8.2%
Q4 2016$633,000
-4.5%
12,585
-1.0%
0.16%
+3.9%
Q3 2016$663,000
-1.0%
12,708
-0.0%
0.15%
-4.4%
Q2 2016$670,000
+285.1%
12,711
+276.1%
0.16%
+218.0%
Q1 2016$174,0003,3800.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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