WCG Wealth Advisors LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$597
-4.0%
12,421
+0.3%
0.04%
-39.7%
Q2 2023$622
+5.4%
12,390
+6.3%
0.07%
-3.9%
Q1 2023$590
-99.7%
11,652
+143.3%
0.08%
+145.2%
Q3 2022$231,000
-11.2%
4,789
-7.9%
0.03%
+72.2%
Q2 2022$260,0005,2010.02%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2022
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