Wolff Financial Management 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
Wolff Financial Management LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$942
-13.7%
19,582
-9.2%
0.32%
-15.3%
Q1 2023$1,092
-5.4%
21,560
-7.5%
0.38%
-11.0%
Q4 2022$1,154
-99.9%
23,318
+0.5%
0.43%
-16.1%
Q3 2022$1,116,000
-25.5%
23,195
-22.7%
0.51%
-23.6%
Q2 2022$1,498,000
-1.9%
30,010
+1.3%
0.67%
+9.9%
Q1 2022$1,527,000
-6.0%
29,626
+0.2%
0.61%
-1.5%
Q4 2021$1,624,000
+9.7%
29,567
+9.1%
0.62%
-9.4%
Q1 2021$1,481,000
+1.0%
27,102
+1.9%
0.68%
-11.7%
Q4 2020$1,467,000
+1.8%
26,587
+0.4%
0.77%
-10.1%
Q3 2020$1,441,000
+0.8%
26,474
+0.3%
0.86%
-5.9%
Q2 2020$1,429,000
+13.6%
26,385
+10.9%
0.91%
-4.3%
Q1 2020$1,258,000
+8.1%
23,786
+9.4%
0.95%
+23.1%
Q4 2019$1,164,000
+0.3%
21,742
+0.5%
0.77%
-8.9%
Q3 2019$1,161,000
+10.9%
21,644
+9.7%
0.85%
+5.1%
Q2 2019$1,047,000
+175.5%
19,728
+170.7%
0.81%
+155.9%
Q1 2019$380,000
+2.4%
7,288
+0.4%
0.32%
-12.7%
Q4 2018$371,0007,2590.36%
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