AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$4,626,685
+86.8%
96,189
+95.1%
0.16%
-11.7%
Q2 2023$2,476,298
-2.2%
49,309
-1.3%
0.18%
-6.8%
Q1 2023$2,531,987
+19.2%
49,980
+16.4%
0.19%
+9.7%
Q4 2022$2,124,408
+140.3%
42,926
+133.8%
0.18%
+108.3%
Q3 2022$884,000
-38.5%
18,363
-36.3%
0.08%
-36.4%
Q2 2022$1,438,000
+49.0%
28,807
+54.0%
0.13%
+76.0%
Q1 2022$965,000
-22.3%
18,709
-17.3%
0.08%
-17.6%
Q4 2021$1,242,00022,6270.09%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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