Heritage Financial Services, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,013,419
-4.2%
21,0690.0%0.20%
-6.6%
Q2 2023$1,058,086
-81.7%
21,069
-81.5%
0.21%
-83.2%
Q1 2023$5,779,612
+1.6%
114,086
-0.8%
1.26%
-12.6%
Q4 2022$5,690,969
+13.5%
114,992
+10.4%
1.44%
-52.6%
Q3 2022$5,014,000
+590.6%
104,172
+615.3%
3.04%
+651.4%
Q2 2022$726,000
-13.1%
14,563
-10.1%
0.40%
-25.8%
Q1 2022$835,000
-5.8%
16,206
+0.4%
0.55%
-21.3%
Q4 2021$886,00016,1490.69%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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