SUMMIT WEALTH & RETIREMENT PLANNING, 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,955,118
-12.7%
103,017
-8.8%
1.99%
-10.7%
Q2 2023$5,673,253
-12.9%
112,968
-12.2%
2.23%
-8.4%
Q1 2023$6,516,396
-7.0%
128,630
-9.1%
2.44%
-14.4%
Q4 2022$7,005,408
+182.4%
141,552
+174.7%
2.85%
+188.6%
Q3 2022$2,481,000
-57.7%
51,530
-56.2%
0.99%
-56.2%
Q2 2022$5,871,000
+13.5%
117,617
+17.2%
2.25%
+23.3%
Q1 2022$5,174,000100,3781.83%
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