Windsor Wealth Management, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$19,798
-5.9%
411,599
-1.8%
3.63%
-4.0%
Q2 2023$21,048
+1.9%
419,108
+3.1%
3.78%
-5.7%
Q1 2023$20,655
+1.6%
406,356
+0.1%
4.00%
-4.6%
Q4 2022$20,326
-99.9%
406,104
-13.9%
4.20%
-26.5%
Q3 2022$22,954,000
+11.2%
471,532
+14.8%
5.72%
+8.5%
Q2 2022$20,633,000
+1341.9%
410,603
+1365.9%
5.27%
+1889.1%
Q1 2022$1,431,000
+4.3%
28,010
+12.1%
0.26%
+5.2%
Q4 2021$1,372,000
+53.6%
24,994
+53.1%
0.25%
+34.8%
Q3 2021$893,000
+7.3%
16,325
+8.6%
0.19%
+3.9%
Q2 2021$832,000
+12.4%
15,039
+11.1%
0.18%
+2.3%
Q1 2021$740,000
+30.1%
13,541
+31.2%
0.18%
+21.4%
Q4 2020$569,000
+26.2%
10,318
+23.8%
0.14%
+10.7%
Q3 2020$451,000
-46.6%
8,334
-46.6%
0.13%
-51.3%
Q2 2020$845,000
+2.3%
15,6080.0%0.27%
-19.2%
Q1 2020$826,000
-1.2%
15,6080.0%0.33%
+8.1%
Q4 2019$836,000
-0.1%
15,6080.0%0.31%
-15.6%
Q3 2019$837,000
+1.3%
15,6080.0%0.36%
+0.8%
Q2 2019$826,000
+1.5%
15,6080.0%0.36%
-20.8%
Q1 2019$814,000
+2.1%
15,6080.0%0.46%
-16.1%
Q4 2018$797,000
+1.1%
15,6080.0%0.54%
+6.4%
Q3 2018$788,000
-1.0%
15,6080.0%0.51%
-17.7%
Q2 2018$796,000
+0.4%
15,6080.0%0.62%
-7.2%
Q1 2018$793,000
+91.5%
15,608
+94.8%
0.67%
+88.2%
Q4 2017$414,0008,0110.36%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2022
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