Cornerstone Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 98 filers reported holding VANGUARD MUN BD FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,151,328
-9.8%
65,516
-5.8%
0.30%
-4.8%
Q2 2023$3,493,985
+10.6%
69,574
+11.5%
0.31%
+0.6%
Q1 2023$3,160,200
-7.8%
62,381
-12.4%
0.31%
-18.8%
Q3 2022$3,428,000
+46.2%
71,213
+51.7%
0.38%
+46.9%
Q2 2022$2,344,000
+12.7%
46,955
+16.3%
0.26%
+28.7%
Q1 2022$2,080,000
-32.5%
40,358
-28.0%
0.20%
-31.3%
Q4 2021$3,080,000
+0.9%
56,056
+0.5%
0.29%
-9.5%
Q3 2021$3,054,000
+9.5%
55,751
+10.6%
0.32%
+10.9%
Q2 2021$2,788,000
+14.4%
50,413
+13.1%
0.29%
+1.7%
Q1 2021$2,436,000
+9.8%
44,583
+10.9%
0.29%
+3.6%
Q4 2020$2,218,000
+32.4%
40,185
+30.6%
0.28%
+12.1%
Q3 2020$1,675,000
+48.1%
30,773
+47.3%
0.25%
+35.5%
Q2 2020$1,131,000
+8.8%
20,892
+6.3%
0.18%
-8.5%
Q1 2020$1,040,000
+19.8%
19,654
+21.2%
0.20%
+41.8%
Q4 2019$868,000
+7.0%
16,218
+7.3%
0.14%
-1.4%
Q3 2019$811,0000.0%15,117
-1.1%
0.14%
-2.1%
Q2 2019$811,000
+55.1%
15,278
+5.8%
0.15%
+128.1%
Q1 2019$523,000
-42.1%
14,437
-18.6%
0.06%
-66.8%
Q4 2018$904,000
-93.7%
17,728
-97.6%
0.19%
+6.6%
Q3 2018$14,393,000
-24.6%
743,542
-23.5%
0.18%
-15.8%
Q2 2018$19,089,000
+2581.0%
971,443
+6842.3%
0.22%
+58.1%
Q1 2018$712,000
-7.5%
13,993
-6.5%
0.14%
-5.6%
Q4 2017$770,000
+3.8%
14,973
+4.0%
0.14%
-6.5%
Q3 2017$742,000
+3.1%
14,393
+2.3%
0.15%
-4.3%
Q2 2017$720,000
+51.3%
14,074
+50.6%
0.16%
+36.4%
Q1 2017$476,000
+40.4%
9,347
+38.4%
0.12%
+8.3%
Q4 2016$339,0006,7540.11%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2017
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