AVAII WEALTH MANAGEMENT, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,033 filers reported holding VANGUARD MUN BD FDS in Q1 2024. The put-call ratio across all filers is 3.24 and the average weighting 0.7%.

Quarter-by-quarter ownership
AVAII WEALTH MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$567,936
+4.8%
11,334
+5.9%
0.32%
-0.9%
Q1 2024$541,787
-5.0%
10,707
-4.1%
0.32%
-14.5%
Q4 2023$570,122
-11.4%
11,168
-16.5%
0.37%
-23.6%
Q3 2023$643,239
-11.7%
13,373
-7.8%
0.49%
-12.9%
Q2 2023$728,434
-8.7%
14,505
-7.9%
0.56%
-19.6%
Q1 2023$797,585
+48.3%
15,744
+44.9%
0.70%
+44.5%
Q4 2022$537,660
+122.2%
10,864
+116.4%
0.48%
+91.6%
Q3 2022$242,000
+10.0%
5,020
+13.6%
0.25%
+6.8%
Q2 2022$220,000
-32.7%
4,419
-30.3%
0.24%
-22.2%
Q1 2022$327,0006,3400.30%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
BAKER BOYER NATIONAL BANK 1,252,588$62,767,18421.93%
Ackerman Capital Advisors, LLC 1,225,263$61,397,95416.28%
ATMOS ADVISORY, LLC 303,905$15,228,68011.91%
ASPIRIANT, LLC 5,221,081$261,628,41510.66%
HILLTOP WEALTH ADVISORS, LLC 409,897$20,539,95210.31%
West Financial Advisors, LLC 928,729$46,538,6119.66%
Sunflower Bank, N.A. 770,413$38,605,3959.11%
Heritage Investment Group, Inc. 746,537$37,409,0007.69%
CAPSTONE CAPITAL LLC 161,979$8,116,7687.26%
Tenret Co LLC 206,857$10,365,6047.18%
View complete list of VANGUARD MUN BD FDS shareholders