PDS Planning, Inc - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 404 filers reported holding VANGUARD MUN BD FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$6,580,173
-5.5%
136,802
-1.4%
0.85%
-4.5%
Q2 2023$6,966,117
-1.4%
138,712
-0.5%
0.89%
-8.5%
Q1 2023$7,061,940
+1.9%
139,399
-0.4%
0.97%
-12.0%
Q4 2022$6,927,527
-34.1%
139,978
-35.9%
1.11%
-42.2%
Q3 2022$10,514,000
+2.6%
218,395
+6.4%
1.91%
+3.2%
Q2 2022$10,249,000
+373.0%
205,315
+388.4%
1.86%
+386.9%
Q1 2022$2,167,000
+254.1%
42,040
+277.0%
0.38%
+225.6%
Q4 2021$612,000
+0.7%
11,151
+0.5%
0.12%
-16.4%
Q3 2021$608,000
-0.7%
11,101
+0.3%
0.14%
-6.0%
Q2 2021$612,000
+4.1%
11,064
+2.9%
0.15%
-12.9%
Q1 2021$588,000
-0.7%
10,753
+0.3%
0.17%
-15.8%
Q4 2020$592,000
+1.9%
10,725
+0.6%
0.20%
-14.3%
Q3 2020$581,000
+64.1%
10,666
+63.2%
0.24%
+48.1%
Q2 2020$354,000
+10.6%
6,534
+7.9%
0.16%
-21.6%
Q1 2020$320,0006,0540.20%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 2020
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