Patriot Financial Group Insurance Agency, LLC - 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
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$218,999
-9.9%
4,553
-9.7%
0.04%
-23.7%
Q3 2022$243,000
-6.2%
5,042
-2.9%
0.06%
+11.3%
Q2 2022$259,000
-54.9%
5,190
-53.4%
0.05%
-48.0%
Q1 2022$574,000
+92.0%
11,143
+104.6%
0.10%
+104.0%
Q4 2021$299,000
+33.5%
5,445
+33.3%
0.05%
+25.0%
Q3 2021$224,000
-0.9%
4,0850.0%0.04%
-2.4%
Q2 2021$226,000
+3.7%
4,085
+2.5%
0.04%
-18.0%
Q1 2021$218,000
+20.4%
3,986
+21.3%
0.05%
+11.1%
Q4 2020$181,000
+1.7%
3,285
+0.3%
0.04%
-22.4%
Q3 2020$178,000
-1.1%
3,276
-1.4%
0.06%
-15.9%
Q2 2020$180,000
+1.1%
3,323
-1.0%
0.07%
-14.8%
Q1 2020$178,000
+24.5%
3,358
+25.6%
0.08%
+50.0%
Q4 2019$143,000
+2.9%
2,673
+3.5%
0.05%
-12.9%
Q3 2019$139,000
+1.5%
2,5830.0%0.06%
+5.1%
Q2 2019$137,000
+1.5%
2,5830.0%0.06%
-14.5%
Q1 2019$135,000
+2.3%
2,5830.0%0.07%
-20.7%
Q4 2018$132,000
+1.5%
2,5830.0%0.09%
+11.5%
Q3 2018$130,000
-1.5%
2,583
-0.0%
0.08%
-44.7%
Q2 2018$132,000
+0.8%
2,5840.0%0.14%
+45.4%
Q1 2018$131,000
-1.5%
2,584
+0.3%
0.10%
-2.0%
Q4 2017$133,000
+0.8%
2,575
+0.5%
0.10%
-16.1%
Q3 2017$132,0002,5620.12%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2021
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