Kestra Advisory Services, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,769,549
+4.2%
78,369
+8.8%
0.04%
+2.8%
Q2 2023$3,618,200
-4.4%
72,047
-3.6%
0.04%
-12.2%
Q1 2023$3,786,391
-67.0%
74,741
-67.8%
0.04%
-59.8%
Q4 2022$11,470,743
-99.7%
231,779
+25.5%
0.10%
+112.5%
Q3 2022$4,450,446,000
+48316.5%
184,720
+0.3%
0.05%
-48.9%
Q2 2022$9,192,000
+95.6%
184,135
+102.0%
0.09%
+91.8%
Q1 2022$4,700,000
+1.5%
91,172
+8.1%
0.05%
+4.3%
Q4 2021$4,630,000
-8.8%
84,319
-9.1%
0.05%
-7.8%
Q3 2021$5,078,000
+38.1%
92,723
+39.4%
0.05%
+21.4%
Q2 2021$3,678,000
+24.2%
66,506
+22.7%
0.04%
+10.5%
Q1 2021$2,962,000
-21.7%
54,207
-21.0%
0.04%
-13.6%
Q4 2020$3,784,000
-99.8%
68,590
+82.9%
0.04%
+15.8%
Q3 2020$2,041,000,00037,5000.04%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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