Southland Equity Partners LLC - 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
Southland Equity Partners LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$808,513
-4.2%
16,8090.0%0.28%
-2.5%
Q2 2023$844,148
-0.9%
16,8090.0%0.28%
-14.9%
Q1 2023$851,544
+2.4%
16,8090.0%0.34%
+4.4%
Q4 2022$831,877
+2.8%
16,8090.0%0.32%
-19.1%
Q3 2022$809,185
-3.6%
16,8090.0%0.40%
+3.7%
Q2 2022$839,105
-3.2%
16,8090.0%0.38%
+6.4%
Q1 2022$866,504
-6.1%
16,8090.0%0.36%
-5.0%
Q4 2021$922,982
+0.3%
16,8090.0%0.38%
-10.4%
Q3 2021$920,629
-1.0%
16,8090.0%0.42%
-3.6%
Q2 2021$929,538
+7.0%
16,809
+5.8%
0.44%
-11.0%
Q1 2021$868,339
+0.2%
15,892
+1.2%
0.49%
-15.6%
Q4 2020$866,98015,7090.58%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
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