Everhart Financial Group, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Everhart Financial Group, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,523,375
-2.1%
31,671
+2.2%
0.65%
+0.3%
Q2 2023$1,556,217
-5.3%
30,988
-4.5%
0.64%
-12.6%
Q1 2023$1,643,562
+9.4%
32,443
+6.8%
0.74%
-2.4%
Q4 2022$1,503,011
+109.6%
30,370
+103.9%
0.76%
+90.2%
Q3 2022$717,000
+27.8%
14,898
+32.6%
0.40%
+16.4%
Q2 2022$561,000
-77.6%
11,234
-76.9%
0.34%
-76.4%
Q1 2022$2,504,000
+576.8%
48,568
+621.6%
1.45%
+548.9%
Q4 2021$370,000
+1.9%
6,731
+1.5%
0.22%
-10.4%
Q3 2021$363,000
-30.7%
6,634
-29.9%
0.25%
-31.0%
Q2 2021$524,000
-5.2%
9,469
-6.4%
0.36%
-25.6%
Q1 2021$553,000
-1.2%
10,115
-0.3%
0.48%
-6.2%
Q4 2020$560,00010,1480.52%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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