Allworth Financial LP - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$17,992,333
+10.4%
374,061
+15.3%
0.15%
+11.6%
Q2 2023$16,292,339
+69.7%
324,419
+71.2%
0.14%
+43.8%
Q1 2023$9,599,764
+80.3%
189,494
+76.1%
0.10%
+62.7%
Q4 2022$5,325,050
+1.0%
107,598
-1.7%
0.06%
-11.9%
Q3 2022$5,271,000
+50.9%
109,498
+56.5%
0.07%
+39.6%
Q2 2022$3,492,000
-13.5%
69,958
-10.6%
0.05%
-5.9%
Q1 2022$4,035,000
+40.5%
78,270
+49.7%
0.05%
+24.4%
Q4 2021$2,872,000
-1.4%
52,297
-1.7%
0.04%
-16.3%
Q3 2021$2,914,000
-0.9%
53,198
+0.1%
0.05%
-9.3%
Q2 2021$2,940,000
+1.3%
53,171
+0.1%
0.05%
-10.0%
Q1 2021$2,902,000
-2.0%
53,114
-1.0%
0.06%
-23.1%
Q4 2020$2,960,000
+1.5%
53,637
+0.1%
0.08%
-11.4%
Q3 2020$2,917,000
+0.1%
53,591
-0.4%
0.09%
-2.2%
Q2 2020$2,913,000
+25.8%
53,814
+23.0%
0.09%
+16.9%
Q1 2020$2,315,000
+8.5%
43,760
+9.8%
0.08%
+2.7%
Q4 2019$2,134,000
-0.1%
39,8550.0%0.08%
-8.5%
Q3 2019$2,137,000
+73.5%
39,855
+71.7%
0.08%
+70.8%
Q2 2019$1,232,000
+1.7%
23,2170.0%0.05%
-7.7%
Q1 2019$1,211,000
+2.2%
23,2170.0%0.05%
-11.9%
Q4 2018$1,185,000
+3385.3%
23,217
+3319.3%
0.06%
+2850.0%
Q3 2018$34,0006790.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
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