Valeo Financial Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,644,889
-34.7%
54,987
-31.8%
0.12%
-35.1%
Q2 2023$4,050,462
-28.4%
80,654
-27.8%
0.18%
-32.2%
Q1 2023$5,659,078
+18.8%
111,707
+16.1%
0.27%
+4.6%
Q4 2022$4,763,100
-2.6%
96,244
-5.3%
0.26%
-16.3%
Q3 2022$4,892,000
-17.8%
101,625
-14.7%
0.31%
-16.4%
Q2 2022$5,948,000
+27.7%
119,157
+31.9%
0.37%
+57.4%
Q1 2022$4,656,000
-11.8%
90,322
-6.0%
0.24%
-17.1%
Q4 2021$5,278,000
+3.5%
96,114
+3.2%
0.29%
-1.7%
Q3 2021$5,100,000
+5.7%
93,121
+6.7%
0.29%
-0.7%
Q2 2021$4,824,000
-10.6%
87,233
-11.7%
0.29%
+17.2%
Q1 2021$5,395,000
+22.9%
98,745
+24.1%
0.25%
+10.6%
Q4 2020$4,390,000
+5.5%
79,545
+4.1%
0.23%
-37.9%
Q3 2020$4,162,000
+13.1%
76,448
+12.5%
0.36%
+8.7%
Q2 2020$3,679,000
+7.7%
67,958
+5.7%
0.34%
-7.7%
Q1 2020$3,416,000
+3.2%
64,268
+3.9%
0.36%
+13.1%
Q4 2019$3,310,000
+21.7%
61,832
+21.9%
0.32%
+7.0%
Q3 2019$2,719,000
+18.1%
50,715
+16.9%
0.30%
+13.6%
Q2 2019$2,303,000
+8.7%
43,386
+6.8%
0.26%
+2.7%
Q1 2019$2,118,000
+38.1%
40,620
+35.1%
0.26%
+19.5%
Q4 2018$1,534,000
+33.5%
30,057
+31.3%
0.22%
+38.7%
Q3 2018$1,149,000
+401.7%
22,898
+409.6%
0.16%
+384.4%
Q2 2018$229,000
-48.5%
4,493
-48.7%
0.03%
-54.9%
Q1 2018$445,000
+518.1%
8,760
+528.0%
0.07%
+491.7%
Q4 2017$72,0000.0%1,3950.0%0.01%
-25.0%
Q3 2017$72,0001,3950.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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