Whitegate Investment Counselors, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 212 filers reported holding VANGUARD MUN BD FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,484,366
-6.8%
30,860
-2.7%
0.50%
-5.0%
Q2 2023$1,592,727
+20.9%
31,715
+21.9%
0.52%
+22.8%
Q1 2023$1,317,920
+97741.1%
26,015
-4.4%
0.43%
-7.4%
Q4 2022$1,347
-99.9%
27,215
-33.6%
0.46%
-38.4%
Q3 2022$1,972,000
-46.0%
40,960
-44.0%
0.75%
-44.1%
Q2 2022$3,651,000
-64.9%
73,145
-63.7%
1.34%
-58.4%
Q1 2022$10,394,000
-26.7%
201,620
-21.9%
3.21%
-23.0%
Q4 2021$14,181,000
+3.7%
258,265
+3.5%
4.17%
+115.1%
Q3 2021$13,671,000
-5.3%
249,605
-4.4%
1.94%
-5.2%
Q2 2021$14,442,000
+14.9%
261,150
+13.6%
2.05%
+6.8%
Q1 2021$12,566,000
+29.2%
229,980
+30.5%
1.92%
+21.7%
Q4 2020$9,729,000
+38.7%
176,290
+36.8%
1.58%
+23.1%
Q3 2020$7,014,000
+7.7%
128,840
+7.2%
1.28%
-1.8%
Q2 2020$6,510,000
-1.1%
120,240
-3.3%
1.30%
-18.4%
Q1 2020$6,580,000
-5.5%
124,380
-4.3%
1.60%
+26.4%
Q4 2019$6,962,000
+8.5%
130,025
+8.7%
1.26%
+0.3%
Q3 2019$6,414,000
-4.7%
119,625
-5.6%
1.26%
-6.9%
Q2 2019$6,727,000
+3.8%
126,750
+2.0%
1.35%
+0.8%
Q1 2019$6,480,000
-4.4%
124,250
-6.4%
1.34%
-14.4%
Q4 2018$6,779,000
-6.6%
132,800
-7.6%
1.57%
+5.8%
Q3 2018$7,258,000
+24.3%
143,700
+25.5%
1.48%
+24.1%
Q2 2018$5,838,000
+7.3%
114,525
+7.0%
1.19%
+2.8%
Q1 2018$5,439,000
+33.6%
107,018
+35.8%
1.16%
+36.5%
Q4 2017$4,072,000
+42.4%
78,808
+42.4%
0.85%
+34.7%
Q3 2017$2,860,000
+16.9%
55,353
+16.1%
0.63%
+14.1%
Q2 2017$2,447,000
+21.7%
47,678
+20.1%
0.55%
+14.5%
Q1 2017$2,010,00039,7000.48%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2018
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