Willow Creek Wealth Management Inc. - 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
Willow Creek Wealth Management Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$40,018,767
-8.6%
831,991
-4.5%
5.96%
-3.9%
Q2 2023$43,766,127
-2.2%
871,488
-1.4%
6.20%
-10.2%
Q1 2023$44,763,227
+102485.6%
883,601
+0.2%
6.90%
-4.7%
Q4 2022$43,635
-99.8%
881,703
+101.2%
7.24%
+77.0%
Q3 2022$21,095,000
+64.8%
438,194
+70.8%
4.09%
+72.4%
Q2 2022$12,804,000
+319.7%
256,489
+333.4%
2.38%
+287.4%
Q1 2022$3,051,000
+688.4%
59,178
+740.7%
0.61%
+666.2%
Q4 2021$387,000
+7.2%
7,039
+6.7%
0.08%0.0%
Q3 2021$361,000
+6.2%
6,600
+7.5%
0.08%
-1.2%
Q2 2021$340,000
+7.3%
6,141
+5.7%
0.08%
-30.2%
Q1 2021$317,000
+4.3%
5,808
+5.6%
0.12%
+1.8%
Q4 2020$304,0005,5000.11%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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