Clear Perspectives Financial Planning, LLC - 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2022$51,222
+5022.2%
1,035
+4212.5%
0.03%
Q2 2022$1,000
-92.9%
24
-91.4%
0.00%
-100.0%
Q1 2022$14,000
-22.2%
279
-13.4%
0.01%
-28.6%
Q4 2021$18,000
-83.2%
322
-83.5%
0.01%
-85.4%
Q3 2021$107,000
+174.4%
1,957
+174.9%
0.05%
+152.6%
Q2 2021$39,0000.0%7120.0%0.02%
-17.4%
Q1 2021$39,0000.0%7120.0%0.02%
-8.0%
Q4 2020$39,0007120.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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