PACIFIC CAPITAL WEALTH ADVISORS, INC - 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 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

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Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$447,762
-3.5%
9,309
+0.7%
0.13%
+6.8%
Q2 2023$464,174
-69.1%
9,243
-68.8%
0.12%
-69.4%
Q1 2023$1,501,117
+2.5%
29,631
+0.1%
0.39%
+1.8%
Q4 2022$1,464,364
-33.9%
29,589
-35.7%
0.38%
-37.1%
Q3 2022$2,214,000
-10.5%
46,001
-7.2%
0.60%
-12.0%
Q2 2022$2,474,000
-4.1%
49,556
-1.0%
0.68%
-7.2%
Q1 2022$2,581,000
-6.1%
50,076
+0.0%
0.74%
-6.7%
Q4 2021$2,748,000
+0.3%
50,051
+0.1%
0.79%
-9.1%
Q3 2021$2,739,000
-4.6%
50,003
-3.7%
0.87%
-39.8%
Q2 2021$2,872,000
+2.2%
51,929
+0.9%
1.44%
-7.6%
Q1 2021$2,811,000
-4.4%
51,443
-3.4%
1.56%
-6.3%
Q4 2020$2,939,000
+0.4%
53,252
-1.0%
1.67%
-4.0%
Q3 2020$2,927,000
+3.1%
53,771
+2.5%
1.74%
-9.7%
Q2 2020$2,839,000
-7.5%
52,443
-9.6%
1.93%
-16.9%
Q1 2020$3,068,000
-12.7%
58,000
-11.6%
2.32%
-1.1%
Q4 2019$3,514,000–65,641–2.34%–
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Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2023
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