Vivaldi Capital Management LP - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2022$562,978
+90.8%
11,208
+89.7%
0.14%
+81.8%
Q2 2022$295,000
-13.7%
5,908
-14.8%
0.08%
-13.5%
Q1 2022$342,000
-28.5%
6,935
-20.4%
0.09%
-19.8%
Q4 2021$478,000
-23.9%
8,712
-24.1%
0.11%
-18.4%
Q3 2021$628,000
-4.7%
11,472
-3.8%
0.14%
+3.0%
Q2 2021$659,000
+0.9%
11,929
+0.4%
0.13%
+2.3%
Q1 2021$653,000
-50.4%
11,876
-50.2%
0.13%
-54.3%
Q4 2020$1,317,000
-0.2%
23,863
-1.5%
0.28%
-3.8%
Q3 2020$1,320,000
+1.5%
24,237
+2.4%
0.29%
+8.1%
Q2 2020$1,301,000
+68.5%
23,673
+62.3%
0.27%
+55.7%
Q1 2020$772,00014,5900.17%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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