Global Wealth Management Investment Advisory, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Global Wealth Management Investment Advisory, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$620,153
-4.2%
12,8930.0%0.17%
-2.2%
Q2 2023$647,486
-0.8%
12,893
+0.1%
0.18%
-9.2%
Q1 2023$652,399
+2.4%
12,8780.0%0.20%
-5.3%
Q4 2022$637,332
+9.3%
12,878
+6.4%
0.21%
-0.5%
Q3 2022$583,000
-3.5%
12,1090.0%0.21%
+2.0%
Q2 2022$604,000
-0.7%
12,109
+2.7%
0.20%
+12.7%
Q1 2022$608,000
-3.9%
11,788
+2.3%
0.18%
-4.7%
Q4 2021$633,000
+0.3%
11,5200.0%0.19%
-5.0%
Q3 2021$631,000
+4.0%
11,520
+4.9%
0.20%
-1.0%
Q2 2021$607,000
+1.2%
10,9770.0%0.20%
-6.5%
Q1 2021$600,000
+86.3%
10,977
+88.0%
0.22%
+72.8%
Q4 2020$322,000
+1.3%
5,8380.0%0.12%
-9.4%
Q3 2020$318,000
+1666.7%
5,838
+1653.2%
0.14%
+1625.0%
Q4 2019$18,0003330.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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