Betterment LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,037
-22.6%
21,559
-19.2%
0.00%
-25.0%
Q2 2023$1,340
+20.1%
26,684
+21.1%
0.00%0.0%
Q1 2023$1,116
+46.5%
22,026
+43.1%
0.00%
+33.3%
Q4 2022$762
-99.9%
15,394
-47.7%
0.00%
-40.0%
Q3 2022$1,471,0000.0%29,4610.0%0.01%0.0%
Q2 2022$1,471,000
+2.5%
29,461
+5.9%
0.01%0.0%
Q1 2022$1,435,000
+2.6%
27,829
+9.3%
0.01%
+25.0%
Q4 2021$1,398,000
+5.6%
25,468
+5.3%
0.00%0.0%
Q3 2021$1,324,000
+2.6%
24,181
+3.6%
0.00%0.0%
Q2 2021$1,291,000
+1.1%
23,343
-0.1%
0.00%
-20.0%
Q1 2021$1,277,000
+24.3%
23,374
+25.6%
0.01%
+25.0%
Q4 2020$1,027,000
+6.2%
18,614
+4.8%
0.00%
-20.0%
Q3 2020$967,000
-1.4%
17,766
-2.0%
0.01%0.0%
Q2 2020$981,000
+4.1%
18,121
+1.8%
0.01%
-16.7%
Q1 2020$942,000
-6.5%
17,809
-5.4%
0.01%
+20.0%
Q4 2019$1,008,000
-19.7%
18,822
-20.5%
0.01%
-28.6%
Q3 2019$1,256,0000.0%23,6710.0%0.01%0.0%
Q2 2019$1,256,000
+1.9%
23,671
+0.1%
0.01%0.0%
Q1 2019$1,233,000
+43.0%
23,639
+39.9%
0.01%
+16.7%
Q4 2018$862,000
+12.7%
16,892
+11.5%
0.01%
+20.0%
Q3 2018$765,000
+24.4%
15,146
+25.6%
0.01%
+25.0%
Q2 2018$615,000
+40.1%
12,058
+38.7%
0.00%
+33.3%
Q1 2018$439,0008,6940.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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