AE Wealth Management LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,724,236
-0.3%
98,217
+4.1%
0.03%0.0%
Q2 2023$4,739,428
+16.1%
94,373
+17.1%
0.03%
+7.7%
Q1 2023$4,083,880
+19.7%
80,614
+16.9%
0.03%
+4.0%
Q4 2022$3,412,471
+26.9%
68,953
+23.5%
0.02%
+19.0%
Q3 2022$2,689,000
-9.7%
55,851
-6.3%
0.02%
-12.5%
Q2 2022$2,977,000
-0.1%
59,635
+3.1%
0.02%
+20.0%
Q1 2022$2,981,000
-45.5%
57,830
-42.0%
0.02%
-47.4%
Q4 2021$5,474,000
+14.6%
99,684
+14.3%
0.04%
-2.6%
Q3 2021$4,777,000
+0.5%
87,214
+1.4%
0.04%
-7.1%
Q2 2021$4,754,000
+20.0%
85,976
+18.6%
0.04%
+5.0%
Q1 2021$3,962,000
+126.9%
72,506
+129.2%
0.04%
+100.0%
Q4 2020$1,746,000
+10.2%
31,640
+8.7%
0.02%
-13.0%
Q3 2020$1,584,000
+58.6%
29,105
+57.7%
0.02%
+53.3%
Q2 2020$999,000
-50.9%
18,451
-52.0%
0.02%
-68.1%
Q1 2020$2,034,000
+96.1%
38,449
+98.5%
0.05%
+104.3%
Q4 2019$1,037,000
+6.6%
19,373
+6.8%
0.02%
-17.9%
Q3 2019$973,000
+106.6%
18,145
+104.5%
0.03%
+100.0%
Q2 2019$471,0008,8710.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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