Texas Capital Bank Wealth Management Services Inc - 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
Texas Capital Bank Wealth Management Services Inc ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,157,618
-0.1%
128,017
+4.3%
0.78%
+17.7%
Q2 2023$6,163,350
+130.8%
122,727
+132.8%
0.66%
+113.9%
Q1 2023$2,670,339
+47.1%
52,711
+43.7%
0.31%
+39.8%
Q4 2022$1,814,798
+2.4%
36,670
-0.4%
0.22%
-3.1%
Q3 2022$1,772,000
+29.3%
36,819
+34.2%
0.23%
+43.4%
Q2 2022$1,370,000
+75.0%
27,435
+80.6%
0.16%
+123.9%
Q1 2022$783,000
+96.2%
15,192
+108.9%
0.07%
+102.9%
Q4 2021$399,000
-94.1%
7,272
-94.1%
0.04%
-95.0%
Q3 2021$6,793,000
+789.1%
124,019
+797.9%
0.70%
+624.0%
Q2 2021$764,000
+0.4%
13,812
-0.9%
0.10%
-11.9%
Q1 2021$761,000
+27.5%
13,931
+28.9%
0.11%
+23.9%
Q4 2020$597,000
-32.2%
10,811
-33.1%
0.09%
-38.9%
Q3 2020$880,000
-11.1%
16,159
-11.7%
0.14%
-34.8%
Q2 2020$990,000
+102.5%
18,292
+97.8%
0.22%
+57.9%
Q1 2020$489,000
-65.4%
9,248
-64.9%
0.14%
-55.1%
Q4 2019$1,412,00026,3800.31%
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