PINNACLE ASSOCIATES LTD - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$2,370,897
-3.8%
49,291
+0.4%
0.04%
+2.3%
Q2 2023$2,464,597
+49.7%
49,076
+51.0%
0.04%
+26.5%
Q1 2023$1,646,197
+22.5%
32,495
+19.7%
0.03%
+17.2%
Q4 2022$1,343,555
+8.2%
27,148
+5.2%
0.03%0.0%
Q3 2022$1,242,000
+8.9%
25,795
+12.9%
0.03%
+16.0%
Q2 2022$1,141,000
-20.7%
22,851
-18.1%
0.02%0.0%
Q1 2022$1,438,000
-12.6%
27,901
-6.9%
0.02%
-10.7%
Q4 2021$1,645,000
+65.8%
29,961
+65.4%
0.03%
+55.6%
Q3 2021$992,000
+7.0%
18,115
+8.0%
0.02%
+5.9%
Q2 2021$927,000
+48.1%
16,766
+46.2%
0.02%
+41.7%
Q1 2021$626,000
+27.2%
11,465
+28.6%
0.01%
+20.0%
Q4 2020$492,000
-17.3%
8,916
-18.4%
0.01%
-28.6%
Q3 2020$595,000
+25.5%
10,931
+24.7%
0.01%
+16.7%
Q2 2020$474,000
-9.4%
8,763
-11.4%
0.01%
-25.0%
Q1 2020$523,000
-37.7%
9,892
-37.0%
0.02%
-11.1%
Q4 2019$840,000
+203.2%
15,697
+203.3%
0.02%
+157.1%
Q3 2019$277,000
-25.5%
5,175
-27.4%
0.01%
-12.5%
Q1 2019$372,000
+27.0%
7,125
+22.7%
0.01%
+33.3%
Q3 2018$293,000
-33.0%
5,805
-32.3%
0.01%
-33.3%
Q2 2018$437,0008,5700.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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