Insight Wealth Partners, 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
Insight Wealth Partners, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2021$4,904,000
+2.7%
89,312
+2.5%
0.92%
-64.2%
Q3 2021$4,773,000
-4.3%
87,147
-3.4%
2.56%
-3.7%
Q2 2021$4,987,000
+1.1%
90,176
-0.1%
2.66%
+9.3%
Q1 2021$4,932,000
-2.7%
90,270
-1.8%
2.43%
-21.8%
Q4 2020$5,071,000
+24.9%
91,888
+23.2%
3.10%
-20.0%
Q3 2020$4,061,00074,5903.88%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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