CAROLINAS WEALTH CONSULTING LLC - VANGUARD MUN BD FDS ownership

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VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$479,498
+33.6%
10,112
+41.5%
0.12%
+69.0%
Q2 2023$358,949
+210.0%
7,148
+212.7%
0.07%
+184.0%
Q1 2023$115,794
+9.0%
2,286
+6.5%
0.02%
+4.2%
Q4 2022$106,197
-25.2%
2,146
-27.0%
0.02%
-33.3%
Q3 2022$142,000
-36.0%
2,940
-34.0%
0.04%
-34.5%
Q2 2022$222,000
-85.1%
4,454
-84.6%
0.06%
-83.3%
Q1 2022$1,490,000
-1.3%
28,895
+5.2%
0.33%0.0%
Q4 2021$1,509,000
-1.6%
27,477
-1.9%
0.33%
-7.8%
Q3 2021$1,534,000
+7.1%
28,010
+8.2%
0.36%
+13.3%
Q2 2021$1,432,000
+4.7%
25,896
+3.4%
0.32%
-5.4%
Q1 2021$1,368,000
+0.5%
25,043
+1.5%
0.33%
-9.0%
Q4 2020$1,361,000
+26.3%
24,667
+24.6%
0.37%
+0.8%
Q3 2020$1,078,000
+51.8%
19,799
+50.9%
0.36%
+29.6%
Q2 2020$710,000
+50.4%
13,119
+47.2%
0.28%
+9.8%
Q1 2020$472,000
+23.6%
8,915
+24.5%
0.26%
-35.9%
Q4 2019$382,000–7,158–0.40%–
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Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
BAKER BOYER NATIONAL BANK 1,111,233$53,439,12321.73%
Mosaic Advisors LLC 412,667$19,849,28818.17%
Orgel Wealth Management, LLC 9,389,307$451,625,66715.27%
Strata Wealth Advisors, LLC 626,848$30,151,39614.52%
GPWM LLC 310,436$14,931,97212.76%
HT Partners LLC 832,898$40,062,39411.97%
Winthrop Advisory Group LLC 1,355,215$65,185,82610.70%
ASPIRIANT, LLC 4,265,321$205,162,01910.50%
West Financial Advisors, LLC 869,828$41,838,72710.50%
Quaker Wealth Management, LLC 420,375$20,220,0489.86%
View complete list of VANGUARD MUN BD FDS shareholders