Milestone Advisory Partners - 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
Milestone Advisory Partners ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2022$443,282
-12.6%
8,957
-14.9%
0.33%
-13.2%
Q3 2022$507,000
-3.8%
10,5260.0%0.38%
-11.0%
Q2 2022$527,000
-77.8%
10,526
-77.1%
0.43%
-66.6%
Q1 2022$2,369,000
-1.0%
45,959
+5.4%
1.28%
+5.7%
Q4 2021$2,394,000
+20.1%
43,599
+19.8%
1.21%
+3.2%
Q3 2021$1,993,000
+2.9%
36,381
+3.9%
1.17%
+14.7%
Q2 2021$1,937,000
-18.2%
35,022
-19.1%
1.02%
-19.4%
Q1 2021$2,367,000
+7.3%
43,317
+8.4%
1.27%
+0.7%
Q4 2020$2,206,000
+104.8%
39,968
+102.1%
1.26%
+87.8%
Q3 2020$1,077,000
+17.1%
19,779
+16.3%
0.67%
+23.8%
Q2 2020$920,00017,0020.54%
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