Clearstead Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 881 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$8,944,114
-2.5%
178,490
-2.3%
0.15%
-66.3%
Q1 2024$9,177,498
+16.4%
182,709
+18.3%
0.45%
+8.6%
Q4 2023$7,884,555
-19.0%
154,448
-23.7%
0.42%
+47.7%
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 Q2 2023
NameSharesValueWeighting ↓
BAKER BOYER NATIONAL BANK 1,252,588$62,767,18421.93%
Ackerman Capital Advisors, LLC 1,225,263$61,397,95416.28%
ATMOS ADVISORY, LLC 303,905$15,228,68011.91%
ASPIRIANT, LLC 5,221,081$261,628,41510.66%
HILLTOP WEALTH ADVISORS, LLC 409,897$20,539,95210.31%
West Financial Advisors, LLC 928,729$46,538,6119.66%
Sunflower Bank, N.A. 770,413$38,605,3959.11%
Heritage Investment Group, Inc. 746,537$37,409,0007.69%
CAPSTONE CAPITAL LLC 161,979$8,116,7687.26%
Tenret Co LLC 206,857$10,365,6047.18%
View complete list of VANGUARD MUN BD FDS shareholders