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 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
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 Q2 2022
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