VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410 | 0.0% | 8,527 | +4.4% | 0.00% | 0.0% |
| Q2 2023 | $410 | -0.7% | 8,167 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $413 | +65.2% | 8,167 | +61.6% | 0.00% | 0.0% |
| Q4 2022 | $250 | -99.8% | 5,054 | +137.7% | 0.00% | – |
| Q3 2022 | $102,000 | -3.8% | 2,126 | 0.0% | 0.00% | – |
| Q2 2022 | $106,000 | -3.6% | 2,126 | 0.0% | 0.00% | – |
| Q1 2022 | $110,000 | -6.0% | 2,126 | 0.0% | 0.00% | – |
| Q4 2021 | $117,000 | +631.2% | 2,126 | +606.3% | 0.00% | – |
| Q3 2021 | $16,000 | -5.9% | 301 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 301 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 301 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -52.8% | 301 | -54.9% | 0.00% | – |
| Q3 2020 | $36,000 | 0.0% | 668 | 0.0% | 0.00% | – |
| Q2 2020 | $36,000 | -85.2% | 668 | -85.5% | 0.00% | -100.0% |
| Q1 2020 | $243,000 | +1520.0% | 4,598 | +1572.0% | 0.00% | – |
| Q4 2019 | $15,000 | – | 275 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 999,154 | $49,878,000 | 37.34% |
| Ackerman Capital Advisors, LLC | 1,488,047 | $74,283,000 | 20.00% |
| Passive Capital Management, LLC. | 681,610 | $34,025,953 | 17.32% |
| GPWM LLC | 367,667 | $18,353,000 | 16.66% |
| HT Partners LLC | 771,341 | $38,505,000 | 15.32% |
| Orgel Wealth Management, LLC | 4,892,226 | $244,220,000 | 13.82% |
| ASPIRIANT, LLC | 5,509,327 | $275,018,000 | 13.27% |
| KilterHowling LLC | 215,514 | $10,758,482 | 12.08% |
| First Ascent Asset Management, LLC | 1,268,313 | $63,314,000 | 11.96% |
| Leonard Rickey Investment Advisors P.L.L.C. | 529,177 | $26,416,000 | 11.55% |