Annapolis Financial Services, 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
Annapolis Financial Services, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,270,947
-48.3%
26,423
-46.0%
0.37%
-47.6%
Q2 2023$2,459,424
-6.1%
48,973
-5.3%
0.70%
-11.8%
Q1 2023$2,619,749
+37.5%
51,712
+34.3%
0.80%
+28.6%
Q4 2022$1,905,841
+59.4%
38,510
+55.1%
0.62%
+40.8%
Q3 2022$1,196,000
-26.0%
24,835
-23.3%
0.44%
-25.2%
Q2 2022$1,617,000
-37.2%
32,383
-35.2%
0.59%
-29.9%
Q1 2022$2,575,000
-50.1%
49,959
-46.8%
0.84%
-47.8%
Q4 2021$5,160,000
+0.3%
93,976
+0.0%
1.60%
-6.1%
Q3 2021$5,146,000
+17.7%
93,955
+18.8%
1.71%
+16.4%
Q2 2021$4,373,000
+4.8%
79,083
+3.5%
1.47%
-3.9%
Q1 2021$4,173,000
-0.5%
76,377
+0.5%
1.53%
-6.3%
Q4 2020$4,192,00075,9621.63%
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