Colony Family Offices, LLC - 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
Colony Family Offices, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,740,782
-3.7%
140,141
+0.6%
2.88%
-2.5%
Q2 2023$6,997,454
-7.9%
139,336
-7.1%
2.95%
+1.4%
Q1 2023$7,596,062
+11.1%
149,942
+8.5%
2.91%
+2.2%
Q4 2022$6,838,875
+0.3%
138,187
-2.5%
2.85%
-3.6%
Q3 2022$6,821,000
+31.8%
141,684
+36.6%
2.95%
+25.9%
Q2 2022$5,177,000103,7152.35%
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