Berman Capital 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
Berman Capital Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2021$681,000
-0.6%
12,447
+0.4%
0.11%
-1.8%
Q2 2021$685,000
+1.6%
12,398
+0.4%
0.11%
-22.7%
Q1 2021$674,000
+232.0%
12,347
+234.1%
0.14%
+187.8%
Q4 2020$203,000
+105.1%
3,696
+101.4%
0.05%
+75.0%
Q3 2020$99,0001,8350.03%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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