CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,209
-52.9%
25,135
-50.9%
0.09%
+35.9%
Q2 2023$2,565
+75.9%
51,215
+78.0%
0.06%
-11.1%
Q1 2023$1,458
+1.2%
28,779
-1.1%
0.07%
-8.9%
Q4 2022$1,440
-99.9%
29,088
+9.4%
0.08%
+2.6%
Q3 2022$1,280,000
-1.5%
26,583
+2.1%
0.08%
+10.0%
Q2 2022$1,300,000
-8.0%
26,042
-5.0%
0.07%
-4.1%
Q1 2022$1,413,000
+38.9%
27,412
+48.0%
0.07%
+46.0%
Q4 2021$1,017,000
-19.0%
18,519
-19.2%
0.05%
-32.4%
Q3 2021$1,256,000
-16.6%
22,926
-15.8%
0.07%
-20.4%
Q2 2021$1,506,000
+257.7%
27,229
+253.4%
0.09%
+190.6%
Q1 2021$421,000
-0.5%
7,705
+0.5%
0.03%
-8.6%
Q4 2020$423,000
+0.5%
7,669
-0.9%
0.04%
-39.7%
Q3 2020$421,000
+1.0%
7,738
+0.5%
0.06%
-10.8%
Q2 2020$417,000
+3.0%
7,700
+0.6%
0.06%
-15.6%
Q1 2020$405,0007,6570.08%
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