Independent Advisor Alliance - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$34,525,487
+1.6%
717,786
+6.0%
1.56%
+4.3%
Q2 2023$33,993,572
-3.6%
676,893
-2.8%
1.50%
-11.9%
Q1 2023$35,269,948
+5.4%
696,209
+3.0%
1.70%
-85.2%
Q4 2022$33,451,330
+12.5%
675,921
+9.4%
11.49%
+562.9%
Q3 2022$29,736,000
+210.9%
617,697
+222.5%
1.73%
+224.7%
Q2 2022$9,563,000
+1406.0%
191,558
+1514.1%
0.53%
+1807.1%
Q4 2019$635,00011,8680.03%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
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