Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,008,341
+72.3%
83,333
+79.9%
0.19%
+56.2%
Q2 2023$2,326,693
-5.3%
46,330
-4.4%
0.12%
-16.0%
Q1 2023$2,455,845
-9.2%
48,477
-11.3%
0.14%
-22.2%
Q4 2022$2,704,584
+25.9%
54,649
+22.4%
0.18%
+12.8%
Q3 2022$2,149,000
+24.4%
44,636
+29.0%
0.16%
+23.3%
Q2 2022$1,727,000
+30.4%
34,603
+34.7%
0.13%
+44.6%
Q1 2022$1,324,000
+27.7%
25,685
+36.1%
0.09%
+24.3%
Q4 2021$1,037,000
+11.4%
18,876
+11.1%
0.07%
+5.7%
Q3 2021$931,000
+4.1%
16,989
+5.1%
0.07%
-1.4%
Q2 2021$894,000
+12.5%
16,161
+11.0%
0.07%
-4.1%
Q1 2021$795,000
+2.8%
14,557
+3.9%
0.07%
+2.8%
Q4 2020$773,000
+13.7%
14,004
+12.1%
0.07%
-6.5%
Q3 2020$680,000
+27.8%
12,488
+27.1%
0.08%
+6.9%
Q2 2020$532,000
+162.1%
9,828
+155.6%
0.07%
+94.6%
Q1 2020$203,000
-69.6%
3,845
-69.2%
0.04%
-59.3%
Q4 2019$667,0000.0%12,465
+0.2%
0.09%
-12.5%
Q3 2019$667,000
+22.4%
12,434
+21.1%
0.10%
+18.2%
Q2 2019$545,000
+85.4%
10,265
+81.8%
0.09%
+60.0%
Q1 2019$294,000
+31.2%
5,645
+28.6%
0.06%
+14.6%
Q4 2018$224,0004,3890.05%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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