NICOLET ADVISORY SERVICES, LLC - 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
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$23,557,041
+2.6%
493,548
+7.2%
2.61%
+3.5%
Q2 2023$22,963,482
+14.4%
460,282
+16.7%
2.52%
+8.9%
Q1 2023$20,069,990
+26.9%
394,380
+25.5%
2.31%
+10.6%
Q4 2022$15,816,253
+6545.5%
314,251
+6634.9%
2.09%
+6645.2%
Q1 2022$238,0004,6660.03%
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