Compass Financial Group, INC/SD - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Compass Financial Group, INC/SD ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2023$496,425
+53.9%
9,724
+45.0%
0.13%
+36.5%
Q3 2023$322,472
+4.4%
6,704
+9.0%
0.10%
+4.3%
Q2 2023$308,754
-36.3%
6,148
-35.8%
0.09%
-41.8%
Q1 2023$484,740
+8.9%
9,569
+6.5%
0.16%
-1.9%
Q4 2022$445,0008,9830.16%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
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