DELTA ASSET MANAGEMENT LLC/TN - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
DELTA ASSET MANAGEMENT LLC/TN ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$11,929
-4.2%
2480.0%0.00%0.0%
Q2 2023$12,455
-0.9%
2480.0%0.00%0.0%
Q1 2023$12,564
+2.4%
2480.0%0.00%0.0%
Q4 2022$12,274
-12.3%
2480.0%0.00%0.0%
Q4 2021$14,0000.0%2480.0%0.00%0.0%
Q3 2021$14,0000.0%2480.0%0.00%0.0%
Q2 2021$14,0000.0%2480.0%0.00%0.0%
Q1 2021$14,0000.0%2480.0%0.00%
-50.0%
Q4 2020$14,0000.0%2480.0%0.00%0.0%
Q3 2020$14,0002480.00%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 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