NewEdge Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$17,037,583
+0.2%
354,212
+4.6%
0.19%
-2.6%
Q2 2023$17,010,285
+55.6%
338,716
+56.9%
0.19%
+40.1%
Q1 2023$10,934,597
+122.7%
215,843
+101.8%
0.14%
+3.8%
Q4 2022$4,909,130
+168.7%
106,955
+181.8%
0.13%
+340.0%
Q3 2022$1,827,000
+3.6%
37,956
+7.4%
0.03%
+3.4%
Q2 2022$1,763,000
+14.5%
35,326
+18.2%
0.03%
+16.0%
Q1 2022$1,540,000
+4.4%
29,877
+11.2%
0.02%
+13.6%
Q4 2021$1,475,000
+95.1%
26,867
+94.6%
0.02%
+15.8%
Q3 2021$756,000
-4.1%
13,809
-3.1%
0.02%
-9.5%
Q2 2021$788,000
-7.3%
14,248
-8.5%
0.02%
-16.0%
Q1 2021$850,000
+47.1%
15,565
+48.7%
0.02%
+31.6%
Q4 2020$578,000
+179.2%
10,467
+174.0%
0.02%
+137.5%
Q2 2020$207,000
-48.6%
3,820
-51.7%
0.01%
-78.4%
Q2 2018$403,000
+26.3%
7,916
+25.9%
0.04%
+2.8%
Q1 2018$319,000
-99.7%
6,288
+170.6%
0.04%
+80.0%
Q2 2017$118,896,0002,3240.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2021
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