Jackson, Grant Investment Advisers, Inc. - VANGUARD MUN BD FDS ownership

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VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,294,073
-2.9%
26,904
+1.3%
0.62%
+0.8%
Q2 2023$1,333,183
-2.0%
26,547
-1.2%
0.62%
-3.1%
Q1 2023$1,360,510
+42.8%
26,856
+39.5%
0.64%
+38.9%
Q4 2022$952,902
-25.1%
19,254
-27.2%
0.46%
-30.9%
Q3 2022$1,273,000
-3.1%
26,434
+0.4%
0.67%
+2.3%
Q2 2022$1,314,000
+0.7%
26,317
+4.0%
0.65%
+18.6%
Q1 2022$1,305,000
+3.2%
25,315
+9.6%
0.55%
-2.5%
Q3 2021$1,265,000
+2.3%
23,105
+3.4%
0.56%
+3.7%
Q2 2021$1,236,000
-16.5%
22,354
-17.5%
0.54%
-20.3%
Q1 2021$1,481,000
-0.4%
27,097
+0.6%
0.68%
-10.2%
Q4 2020$1,487,000
+19.2%
26,939
+17.6%
0.76%
+1.1%
Q3 2020$1,247,000
+12.9%
22,912
+12.3%
0.75%
+6.7%
Q2 2020$1,105,000
+2.9%
20,407
+0.6%
0.70%
-11.2%
Q1 2020$1,074,000
+7.5%
20,294
+8.8%
0.79%
+46.4%
Q4 2019$999,000
+23.2%
18,659
+23.3%
0.54%
+17.4%
Q3 2019$811,000
+37.5%
15,129
+36.1%
0.46%
+34.0%
Q2 2019$590,000–11,113–0.34%–
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Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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