MONTAG A & ASSOCIATES INC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$1,118,999
-4.2%
23,2640.0%0.07%
-1.4%
Q2 2023$1,168,319
+44.4%
23,264
+45.7%
0.07%
+35.8%
Q1 2023$809,091
+158.7%
15,971
+152.7%
0.05%
+152.4%
Q4 2022$312,727
+4.9%
6,319
+2.2%
0.02%0.0%
Q3 2022$298,000
+10.4%
6,182
+14.4%
0.02%
+23.5%
Q2 2022$270,000
+3.8%
5,406
+7.0%
0.02%
+21.4%
Q1 2022$260,000
+143.0%
5,050
+158.8%
0.01%
+180.0%
Q4 2021$107,0000.0%1,9510.0%0.01%
-16.7%
Q3 2021$107,000
+122.9%
1,951
+125.8%
0.01%
+100.0%
Q2 2021$48,000
+2.1%
8640.0%0.00%0.0%
Q1 2021$47,000
-49.5%
864
-49.0%
0.00%
-50.0%
Q4 2020$93,0001,6940.01%
Other shareholders
VANGUARD MUN BD FDS shareholders Q2 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