Foster Victor Wealth Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 404 filers reported holding VANGUARD MUN BD FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$12,336,175
-2.9%
259,600
+2.4%
1.44%
+1.8%
Q2 2023$12,706,412
-3.1%
253,621
-1.9%
1.41%
-11.2%
Q1 2023$13,115,478
-0.5%
258,484
-1.8%
1.59%
-5.2%
Q4 2022$13,179,867
+2600.8%
263,334
+2521.5%
1.68%
+2263.4%
Q3 2022$488,000
-4.1%
10,045
-0.8%
0.07%
-6.6%
Q2 2022$509,000
-7.8%
10,131
-5.9%
0.08%0.0%
Q1 2022$552,000
+4.7%
10,767
+11.2%
0.08%
+5.6%
Q4 2021$527,000
+54.5%
9,684
+55.3%
0.07%
+30.9%
Q3 2021$341,000
+4.0%
6,235
+5.1%
0.06%0.0%
Q2 2021$328,000
+2.5%
5,931
+1.8%
0.06%
-8.3%
Q1 2021$320,000
+6.0%
5,825
+6.5%
0.06%
-13.0%
Q4 2020$302,000
+4.9%
5,468
+3.5%
0.07%
-11.5%
Q3 2020$288,000
-2.7%
5,282
-3.5%
0.08%
-20.4%
Q2 2020$296,000
+6.5%
5,475
+4.7%
0.10%
-19.7%
Q1 2020$278,000
-3.8%
5,231
-2.4%
0.12%
-2.4%
Q4 2019$289,000
+5.1%
5,361
+4.5%
0.12%
-18.3%
Q3 2019$275,000
+5.4%
5,128
+4.1%
0.15%
-20.3%
Q2 2019$261,000
+12.5%
4,924
+10.8%
0.19%
+6.1%
Q1 2019$232,000
+6.9%
4,446
+4.5%
0.18%
-11.3%
Q4 2018$217,0004,2560.20%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2020
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