Prestige Wealth Management Group LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,099,324
+11.7%
64,435
+16.6%
0.76%
+16.3%
Q2 2023$2,774,455
-17.1%
55,246
-16.3%
0.66%
-21.9%
Q1 2023$3,344,776
+5.7%
66,024
+3.3%
0.84%
+1.9%
Q4 2022$3,163,945
+93.4%
63,931
+88.1%
0.82%
+79.3%
Q3 2022$1,636,000
-3.9%
33,985
-0.3%
0.46%
-0.4%
Q2 2022$1,702,000
+73.7%
34,085
+79.3%
0.46%
+91.7%
Q1 2022$980,000
+204.3%
19,009
+224.6%
0.24%
+213.0%
Q4 2021$322,000
+0.6%
5,856
+0.2%
0.08%
-6.1%
Q3 2021$320,000
-0.9%
5,845
+0.0%
0.08%
-4.7%
Q2 2021$323,000
+1.6%
5,843
+0.3%
0.09%
-1.1%
Q1 2021$318,000
+7850.0%
5,825
+8221.4%
0.09%
+8600.0%
Q4 2020$4,0000.0%700.0%0.00%0.0%
Q3 2020$4,0000.0%700.0%0.00%0.0%
Q2 2020$4,000
-96.3%
70
-96.5%
0.00%
-98.3%
Q4 2019$107,0000.0%2,0000.0%0.06%
-6.3%
Q3 2019$107,000
+0.9%
2,0000.0%0.06%
-1.6%
Q2 2019$106,000
+1.9%
2,0000.0%0.06%0.0%
Q1 2019$104,000
-9.6%
2,000
-11.1%
0.06%
-24.7%
Q4 2018$115,0002,2500.08%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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