Perigon 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
Perigon Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$13,472,928
-52.3%
280,102
-50.2%
0.55%
-1.6%
Q2 2023$28,261,302
+81.2%
562,750
+82.8%
0.56%
-37.4%
Q1 2023$15,593,675
-32.6%
307,810
-34.2%
0.89%
+23.6%
Q4 2022$23,148,016
+136.7%
467,732
+130.2%
0.72%
-15.1%
Q3 2022$9,780,000
-6.4%
203,158
-2.9%
0.84%
-3.2%
Q2 2022$10,445,000
+588.1%
209,239
+610.8%
0.87%
+715.9%
Q1 2022$1,518,000
+20.9%
29,439
+28.7%
0.11%
+18.9%
Q4 2021$1,256,000
+24.4%
22,868
+24.1%
0.09%
+2.3%
Q3 2021$1,010,000
+14.8%
18,433
+15.9%
0.09%
+12.8%
Q2 2021$880,000
+13.3%
15,911
+11.9%
0.08%
-1.3%
Q1 2021$777,000
+63.2%
14,222
+64.9%
0.08%
+43.6%
Q4 2020$476,000
+3.9%
8,624
+2.5%
0.06%
-14.1%
Q3 2020$458,000
+60.7%
8,415
+59.8%
0.06%
+42.2%
Q2 2020$285,000
+17.8%
5,267
+17.0%
0.04%
-8.2%
Q4 2019$242,000
-97.5%
4,500
-97.8%
0.05%
-94.2%
Q3 2011$9,780,000203,1580.84%
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