CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$5,114,402
-31.6%
106,329
-28.6%
0.60%
-32.3%
Q2 2023$7,480,127
+25.4%
148,947
+26.5%
0.88%
+12.7%
Q1 2023$5,965,945
+49.0%
117,764
+45.6%
0.78%
+32.1%
Q4 2022$4,004,058
-2.7%
80,906
-5.3%
0.59%
-12.1%
Q3 2022$4,115,000
+39.5%
85,470
+44.7%
0.67%
+38.8%
Q2 2022$2,949,000
-32.5%
59,072
-30.3%
0.48%
-27.2%
Q1 2022$4,367,000
+13.7%
84,717
+21.1%
0.66%
+14.9%
Q4 2021$3,840,000
+6.9%
69,942
+6.7%
0.58%
-2.5%
Q3 2021$3,591,000
+8.9%
65,568
+10.0%
0.59%
+3.8%
Q2 2021$3,297,000
+19.8%
59,625
+18.4%
0.57%
+6.3%
Q1 2021$2,752,000
+10.6%
50,371
+11.7%
0.54%
+1.1%
Q4 2020$2,488,000
+38.3%
45,085
+36.4%
0.53%
+19.8%
Q3 2020$1,799,000
+43.3%
33,045
+42.5%
0.44%
+16.8%
Q2 2020$1,255,000
+2063.8%
23,183
+2023.0%
0.38%
+1166.7%
Q1 2020$58,000
-9.4%
1,092
-7.8%
0.03%
+3.4%
Q4 2019$64,0000.0%1,1850.0%0.03%
-14.7%
Q3 2019$64,000
+1.6%
1,1850.0%0.03%0.0%
Q2 2019$63,000
+1.6%
1,1850.0%0.03%
-8.1%
Q1 2019$62,000
+3.3%
1,1850.0%0.04%
-15.9%
Q4 2018$60,000
-78.7%
1,185
-78.8%
0.04%
-72.8%
Q3 2018$282,000
-27.7%
5,591
-26.9%
0.16%
-29.3%
Q2 2018$390,000
+18.9%
7,647
+18.3%
0.23%
+9.0%
Q1 2018$328,000
+228.0%
6,462
+234.5%
0.21%
+208.8%
Q4 2017$100,0000.0%1,9320.0%0.07%
+19.3%
Q3 2017$100,0001,9320.06%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 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