Bogart Wealth, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$22,962
-3.6%
477
+0.6%
0.00%
-50.0%
Q2 2023$23,811
+4.0%
474
+4.9%
0.00%0.0%
Q1 2023$22,901
+2.8%
452
+0.4%
0.00%0.0%
Q4 2022$22,269
+6.0%
450
+0.9%
0.00%0.0%
Q3 2022$21,000
-4.5%
446
+0.5%
0.00%0.0%
Q2 2022$22,000
-4.3%
444
+0.5%
0.00%0.0%
Q1 2022$23,000
-4.2%
442
+0.2%
0.00%0.0%
Q4 2021$24,0000.0%441
+0.7%
0.00%0.0%
Q3 2021$24,000
+9.1%
438
+10.3%
0.00%0.0%
Q2 2021$22,0000.0%397
+0.3%
0.00%
-33.3%
Q1 2021$22,000
-94.4%
396
-94.4%
0.00%
-95.8%
Q4 2020$390,000
+1.3%
7,0730.0%0.07%
-15.3%
Q3 2020$385,0007,073
+235666.7%
0.08%
Q2 2020$030.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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