ROPES WEALTH ADVISORS LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q1 2023$977,991
+4.1%
19,305
+1.7%
0.18%
+4.7%
Q4 2022$939,419
+2.8%
18,9820.0%0.17%
-12.0%
Q3 2022$914,000
-4.3%
18,982
-0.7%
0.19%
-2.0%
Q2 2022$955,000
-4.6%
19,122
-1.5%
0.20%
+14.0%
Q1 2022$1,001,000
-6.1%
19,4170.0%0.17%
-8.5%
Q4 2021$1,066,000
+0.3%
19,4170.0%0.19%
+10.6%
Q3 2021$1,063,000
-11.2%
19,417
-10.3%
0.17%
-10.1%
Q2 2021$1,197,000
+1.8%
21,654
+1.3%
0.19%
-8.3%
Q1 2021$1,176,000
+2.4%
21,375
+2.7%
0.21%
+15.7%
Q4 2020$1,148,000
+1.3%
20,8080.0%0.18%
-18.7%
Q3 2020$1,133,000
+10.4%
20,808
+9.8%
0.22%
+4.8%
Q2 2020$1,026,00018,9430.21%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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