Glassman Wealth Services - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$5,961,390
-10.9%
123,937
-7.0%
0.96%
-10.8%
Q2 2023$6,689,957
-2.1%
133,213
-1.3%
1.08%
-9.2%
Q1 2023$6,836,922
-14.5%
134,957
-16.5%
1.19%
-19.4%
Q4 2022$8,000,058
+455.9%
161,650
+440.6%
1.47%
+381.7%
Q3 2022$1,439,000
-60.6%
29,901
-59.1%
0.31%
-59.3%
Q2 2022$3,653,000
+72960.0%
73,183
+79446.7%
0.75%
+75100.0%
Q1 2022$5,000
-94.0%
92
-93.9%
0.00%
-93.3%
Q4 2021$83,000
+1560.0%
1,516
+1565.9%
0.02%
+1400.0%
Q3 2021$5,0000.0%910.0%0.00%0.0%
Q2 2021$5,0000.0%91
+1.1%
0.00%0.0%
Q1 2021$5,000900.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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