Spire Wealth Management - 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
Spire Wealth Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$5,179,670
-9.3%
107,685
-5.3%
0.20%
-6.6%
Q2 2023$5,711,614
-3.1%
113,732
-2.2%
0.21%
-7.9%
Q1 2023$5,892,389
+235125.1%
116,312
+129.8%
0.23%
+62.4%
Q4 2022$2,505
-99.9%
50,616
-3.7%
0.14%
-8.4%
Q3 2022$2,530,000
-31.1%
52,562
-28.6%
0.15%
+2.0%
Q2 2022$3,673,000
-34.7%
73,584
-32.5%
0.15%0.0%
Q1 2022$5,624,000
-11.1%
108,956
-5.5%
0.15%
+7.9%
Q4 2021$6,328,000
+4.2%
115,251
+4.0%
0.14%
-13.0%
Q3 2021$6,072,000
-3.5%
110,871
-2.6%
0.16%
-5.3%
Q2 2021$6,295,000
-7.8%
113,830
-8.9%
0.17%
-6.6%
Q1 2021$6,830,000124,9950.18%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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