NAPLES GLOBAL ADVISORS, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,851,513
-6.3%
59,283
-2.2%
0.35%
-3.1%
Q2 2023$3,043,232
+61.9%
60,598
+63.3%
0.36%
+52.6%
Q1 2023$1,879,486
+1.3%
37,100
-1.0%
0.23%
-0.8%
Q4 2022$1,854,638
+4.9%
37,475
+2.0%
0.24%
-2.9%
Q3 2022$1,768,000
-9.3%
36,729
-6.0%
0.24%
-4.0%
Q2 2022$1,950,000
-8.9%
39,069
-5.9%
0.25%
+2.4%
Q1 2022$2,140,000
-6.6%
41,519
-0.5%
0.25%
-6.8%
Q4 2021$2,291,000
+0.2%
41,719
-0.1%
0.26%
-11.7%
Q3 2021$2,286,000
-0.7%
41,744
+0.3%
0.30%
-6.2%
Q2 2021$2,303,000
+1.6%
41,639
+0.4%
0.32%
-7.0%
Q1 2021$2,266,000
-0.4%
41,479
+0.7%
0.34%
-10.6%
Q4 2020$2,274,000
+8.9%
41,205
+7.4%
0.38%
-5.4%
Q3 2020$2,088,000
+2.1%
38,355
+1.5%
0.41%
-7.7%
Q2 2020$2,046,000
+2.4%
37,7900.0%0.44%
-15.8%
Q1 2020$1,999,000
+7.7%
37,790
+9.0%
0.52%
+34.4%
Q4 2019$1,856,000
-0.3%
34,665
-0.1%
0.39%
-10.3%
Q3 2019$1,861,000
+1.9%
34,715
+0.9%
0.44%
-2.0%
Q2 2019$1,826,000
+0.6%
34,415
-1.1%
0.44%
-4.3%
Q1 2019$1,816,000
+5.9%
34,815
+3.6%
0.46%
-4.9%
Q4 2018$1,715,000
-49.6%
33,615
-49.9%
0.49%
+4.9%
Q3 2018$3,404,000
+98.9%
67,080
+99.9%
0.46%
-3.5%
Q2 2018$1,711,0000.0%33,565
-0.3%
0.48%
-5.1%
Q1 2018$1,711,000
-1.5%
33,665
+0.1%
0.51%
-1.0%
Q4 2017$1,737,000
-0.9%
33,615
-0.9%
0.51%
-12.3%
Q3 2017$1,753,000
+0.7%
33,9300.0%0.58%
-5.3%
Q2 2017$1,741,000
+1.3%
33,9300.0%0.62%
+0.2%
Q1 2017$1,718,000
-2.4%
33,930
-3.1%
0.62%
-10.1%
Q4 2016$1,761,000
+0.2%
35,030
+4.0%
0.69%
-0.1%
Q3 2016$1,758,000
+1.3%
33,680
+2.3%
0.69%
-3.2%
Q2 2016$1,735,000
+8.8%
32,930
+6.2%
0.71%
+6.3%
Q1 2016$1,595,00031,0000.67%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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