Capstone Financial Advisors, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,352,333
-5.7%
48,905
-1.6%
0.19%
-1.1%
Q2 2023$2,495,793
-35.8%
49,697
-35.3%
0.19%
-39.0%
Q1 2023$3,889,956
-5.6%
76,786
-7.8%
0.31%
-11.7%
Q4 2022$4,122,046
+124.1%
83,290
+118.0%
0.35%
+105.3%
Q3 2022$1,839,000
-82.9%
38,204
-82.3%
0.17%
-81.4%
Q2 2022$10,747,000
-59.6%
215,293
-58.2%
0.92%
-52.6%
Q1 2022$26,570,000
+1545.2%
515,419
+1652.8%
1.93%
+1548.7%
Q4 2021$1,615,000
+1.9%
29,405
+1.6%
0.12%
-5.6%
Q3 2021$1,585,000
+1.7%
28,936
+2.7%
0.12%
+0.8%
Q2 2021$1,559,000
+7.4%
28,187
+6.1%
0.12%
-4.7%
Q1 2021$1,452,000
+3.6%
26,573
+4.6%
0.13%
-3.0%
Q4 2020$1,402,000
+9.0%
25,399
+7.5%
0.13%
-2.2%
Q3 2020$1,286,000
+1.8%
23,622
+1.2%
0.14%
-5.6%
Q2 2020$1,263,000
+13.5%
23,333
+10.9%
0.14%
-0.7%
Q1 2020$1,113,000
-18.0%
21,037
-17.0%
0.14%
-24.1%
Q4 2019$1,358,000
+11.7%
25,356
+11.9%
0.19%
+2.7%
Q3 2019$1,216,000
+8.6%
22,669
+7.4%
0.19%
+2.8%
Q2 2019$1,120,000
-22.7%
21,098
-24.0%
0.18%
-26.7%
Q1 2019$1,448,000
-74.6%
27,772
-75.2%
0.25%
-78.5%
Q4 2018$5,712,000
+839.5%
111,884
+829.1%
1.15%
+659.6%
Q3 2018$608,000
+30.5%
12,042
+31.7%
0.15%
+7.9%
Q2 2018$466,000
+6.4%
9,142
+6.1%
0.14%
-2.8%
Q1 2018$438,000
+14.7%
8,619
+16.6%
0.14%
+0.7%
Q4 2017$382,0007,3920.14%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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