Lake Point Wealth Management - 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
Lake Point Wealth Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2022$329,000
-4.1%
6,600
-0.9%
0.19%
+17.6%
Q1 2022$343,000
-6.3%
6,6610.0%0.16%
-0.6%
Q4 2021$366,000
+0.3%
6,6610.0%0.16%
-4.8%
Q3 2021$365,000
-0.8%
6,6610.0%0.17%
-2.3%
Q2 2021$368,000
-87.5%
6,661
-88.0%
0.17%
-93.4%
Q1 2020$2,944,000
-3.3%
55,659
-2.1%
2.59%
+156.0%
Q4 2019$3,044,000
+17.1%
56,855
+16.1%
1.01%
+12.1%
Q2 2019$2,599,0000.0%48,9760.0%0.90%0.0%
Q1 2019$2,599,000
+156.1%
48,976
+146.2%
0.90%
+137.6%
Q4 2018$1,015,00019,8900.38%
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