AllGen Financial Advisors, Inc. - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AllGen Financial Advisors, Inc. ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2022$5,791,541
+156.8%
120,306
+166.2%
4.51%
+143.1%
Q2 2022$2,255,696
-71.6%
45,186
-70.7%
1.86%
-72.0%
Q1 2022$7,940,381
+5.0%
154,033
+11.8%
6.63%
+18.2%
Q4 2021$7,565,418
-1.3%
137,779
-1.6%
5.61%
-10.4%
Q3 2021$7,665,324
+6.6%
139,955
+7.6%
6.26%
+13.3%
Q2 2021$7,193,150
+21.4%
130,075
+20.0%
5.52%
+14.0%
Q1 2021$5,923,803
+3.6%
108,415
+4.7%
4.84%
-8.6%
Q4 2020$5,715,897103,5685.30%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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