HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2022$18,559
+132.0%
375
+130.1%
0.00%0.0%
Q3 2022$8,000
-100.0%
163
-98.1%
0.00%
-97.9%
Q2 2022$434,129,000
+96803.8%
8,6970.0%0.14%
+19.0%
Q1 2022$448,000
+453.1%
8,697
+486.4%
0.12%
+317.2%
Q3 2021$81,000
-1.2%
1,4830.0%0.03%
-6.5%
Q2 2021$82,0001,4830.03%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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