Sovereign Financial Group, Inc. - 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
Sovereign Financial Group, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$281,000
-58.3%
5,842
-56.4%
0.10%
-54.3%
Q2 2023$673,500
-0.8%
13,411
+0.1%
0.22%
-13.1%
Q1 2023$678,945
+5.5%
13,402
+3.0%
0.25%
-0.8%
Q4 2022$643,815
-27.3%
13,009
-29.2%
0.25%
-29.2%
Q3 2022$885,000
-5.1%
18,384
-1.7%
0.36%
-2.4%
Q2 2022$933,000
-4.0%
18,694
-0.9%
0.37%
+2.2%
Q1 2022$972,000
+32.4%
18,856
+41.1%
0.36%
+22.0%
Q4 2021$734,000
+67.2%
13,367
+66.8%
0.30%
+17.1%
Q3 2021$439,000
+1.2%
8,016
+1.0%
0.25%
-4.2%
Q2 2021$434,0000.0%7,9370.0%0.26%
-3.0%
Q1 2021$434,000
+51.7%
7,937
+53.4%
0.27%
+31.6%
Q4 2020$286,0005,1750.21%
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