FIRST AMERICAN TRUST, FSB - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
FIRST AMERICAN TRUST, FSB ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,067,583
+95305.1%
22,195
-0.4%
0.15%
-1.9%
Q2 2023$1,119
+17.9%
22,291
+18.9%
0.15%
+9.2%
Q1 2023$949
+1.7%
18,742
-0.6%
0.14%
-2.8%
Q4 2022$933
-99.9%
18,860
+12.2%
0.14%
+6.6%
Q3 2022$809,000
+21.1%
16,803
+25.6%
0.14%
+28.3%
Q2 2022$668,000
-20.3%
13,373
-17.7%
0.11%
-8.6%
Q1 2022$838,000
-5.1%
16,248
+1.0%
0.12%
-4.1%
Q4 2021$883,000
+7.9%
16,082
+7.7%
0.12%
-1.6%
Q3 2021$818,000
+260.4%
14,931
+263.6%
0.12%
+241.7%
Q2 2021$227,0004,1060.04%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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