EverSource Wealth Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$794,966
-16.1%
16,527
-12.4%
0.08%
-19.2%
Q2 2023$947,819
-26.1%
18,873
-25.4%
0.10%
-35.0%
Q1 2023$1,281,969
+1200.8%
25,305
+1171.0%
0.16%
+966.7%
Q4 2022$98,551
+2.7%
1,9910.0%0.02%
-31.8%
Q3 2022$96,000
+6.7%
1,991
+10.0%
0.02%
-4.3%
Q2 2022$90,000
+2150.0%
1,810
+2313.3%
0.02%
+2200.0%
Q1 2022$4,0000.0%750.0%0.00%0.0%
Q4 2021$4,000750.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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