Disciplined Investments, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$552,140
-3.2%
11,479
+1.0%
0.34%
+10.2%
Q2 2023$570,600
+18.7%
11,362
+19.8%
0.30%
+51.0%
Q1 2023$480,611
+60.2%
9,487
+56.5%
0.20%
+37.4%
Q4 2022$300,058
-70.7%
6,063
-71.5%
0.15%
-68.7%
Q3 2022$1,024,000
-21.3%
21,275
-18.4%
0.47%
-20.1%
Q2 2022$1,301,000
-50.6%
26,058
-49.0%
0.59%
+8.1%
Q1 2022$2,632,000
+114.5%
51,054
+128.6%
0.54%
+0.6%
Q4 2021$1,227,000
+79.4%
22,338
+79.0%
0.54%
+63.0%
Q3 2021$684,000
+4.9%
12,481
+5.8%
0.33%
-0.9%
Q2 2021$652,000
+19.4%
11,792
+18.1%
0.34%
+4.4%
Q1 2021$546,000
+1.1%
9,985
+2.1%
0.32%
-11.1%
Q4 2020$540,000
+76.5%
9,782
+74.1%
0.36%
+59.7%
Q3 2020$306,000
+236.3%
5,620
+232.7%
0.23%
+218.3%
Q2 2020$91,000
+85.7%
1,689
+82.4%
0.07%
+51.1%
Q1 2020$49,000
+113.0%
926
+120.0%
0.05%
+147.4%
Q4 2019$23,0004210.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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