Summit Financial, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$628,433
-6.0%
13,065
-1.8%
0.05%
-6.1%
Q2 2023$668,329
-68.9%
13,308
-68.6%
0.05%
-73.9%
Q1 2023$2,146,594
-43.9%
42,373
-45.2%
0.19%
-47.8%
Q4 2022$3,824,363
-99.3%
77,275
+617.9%
0.36%
+634.7%
Q3 2022$518,189,000
+59.2%
10,764
+65.1%
0.05%
+63.3%
Q2 2022$325,478,000
-87.1%
6,520
-86.7%
0.03%
-84.8%
Q1 2022$2,519,352,00048,8720.20%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
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