Agate Pass Investment Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Agate Pass Investment Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2023$544,682
+35.4%
10,670
+27.5%
0.32%
+15.8%
Q3 2023$402,420
-4.1%
8,366
+0.2%
0.27%
+7.1%
Q2 2023$419,488
-9.5%
8,353
-8.7%
0.26%
-15.8%
Q1 2023$463,387
+4.4%
9,147
+2.0%
0.30%
-3.5%
Q4 2022$443,925
-42.6%
8,970
-44.2%
0.31%
-46.9%
Q3 2022$774,000
-70.4%
16,068
-69.4%
0.59%
-68.0%
Q2 2022$2,619,000
-18.4%
52,464
-15.8%
1.84%
-8.0%
Q1 2022$3,211,000
+19.3%
62,284
+27.1%
2.00%
+19.8%
Q4 2021$2,691,00049,0151.67%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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