Clearstead Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$9,737,356
+108.2%
202,440
+117.4%
0.28%0.0%
Q2 2023$4,675,837
+3.1%
93,107
+4.0%
0.28%
-14.2%
Q1 2023$4,534,776
+17.6%
89,514
+14.9%
0.33%
+9.3%
Q4 2022$3,855,176
+660.4%
77,898
+639.5%
0.30%
+542.6%
Q3 2022$507,000
+1234.2%
10,534
+1284.2%
0.05%
+1466.7%
Q2 2022$38,000
+137.5%
761
+140.1%
0.00%
+200.0%
Q1 2022$16,000
-5.9%
317
+1.9%
0.00%0.0%
Q4 2021$17,0000.0%3110.0%0.00%0.0%
Q3 2021$17,0000.0%311
+0.3%
0.00%0.0%
Q2 2021$17,000
+41.7%
310
+37.8%
0.00%0.0%
Q1 2021$12,000
+71.4%
225
+80.0%
0.00%0.0%
Q4 2020$7,000
+75.0%
125
+54.3%
0.00%
Q3 2020$4,0000.0%810.0%0.00%
Q2 2020$4,000810.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q1 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