Lido Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$30,872,228
-16.5%
641,834
-12.8%
0.24%
-11.0%
Q2 2023$36,951,607
+7.2%
735,794
+8.1%
0.26%
-21.2%
Q1 2023$34,470,726
+5331.8%
680,433
+5206.3%
0.34%
+4087.5%
Q4 2022$634,610
-53.8%
12,823
-55.1%
0.01%
-52.9%
Q3 2022$1,373,000
+237.3%
28,540
+249.8%
0.02%
+240.0%
Q2 2022$407,000
-1.2%
8,158
+1.9%
0.01%0.0%
Q1 2022$412,000
-35.2%
8,008
-30.9%
0.01%
-28.6%
Q4 2021$636,000
+25.7%
11,596
+25.5%
0.01%0.0%
Q3 2021$506,000
+133.2%
9,243
+135.4%
0.01%
+133.3%
Q2 2021$217,000
+2.8%
3,927
+2.3%
0.00%
-25.0%
Q4 2020$211,0003,8370.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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