OneDigital Investment Advisors LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$47,185,651
+101.1%
980,991
+110.0%
1.02%
+96.9%
Q2 2023$23,464,629
+10.9%
467,237
+11.9%
0.52%
+4.6%
Q1 2023$21,162,019
+2.5%
417,726
+0.1%
0.50%
-17.2%
Q4 2022$20,654,282
+431.2%
417,343
+416.8%
0.60%
+316.0%
Q3 2022$3,888,000
+448.4%
80,758
+468.9%
0.14%
+380.0%
Q2 2022$709,000
-6.1%
14,195
-3.1%
0.03%
+3.4%
Q1 2022$755,000
+39.8%
14,653
+48.9%
0.03%
+52.6%
Q4 2021$540,000
+1.9%
9,838
+1.7%
0.02%
-9.5%
Q3 2021$530,000
+59.2%
9,677
+58.4%
0.02%
-8.7%
Q3 2020$333,000
+0.9%
6,109
+0.1%
0.02%
-4.2%
Q2 2020$330,000
+3.1%
6,101
+0.9%
0.02%
-14.3%
Q1 2020$320,000
-6.4%
6,045
-5.4%
0.03%
+3.7%
Q4 2019$342,000
+0.6%
6,389
+0.9%
0.03%
-12.9%
Q3 2019$340,000
-49.1%
6,335
-49.7%
0.03%
-40.4%
Q2 2019$668,000
+104.3%
12,600
+101.1%
0.05%
+8.3%
Q1 2019$327,000
+44.7%
6,264
+41.5%
0.05%
+26.3%
Q4 2018$226,000
+545.7%
4,426
+524.3%
0.04%
+375.0%
Q3 2018$35,000
+20.7%
709
+26.2%
0.01%
+33.3%
Q2 2018$29,000
-27.5%
562
-29.4%
0.01%
-33.3%
Q1 2018$40,0007960.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 2022
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