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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,439,123 | -4.5% | 1,111,233 | -0.3% | 21.73% | +5.0% |
| Q2 2023 | $55,968,407 | +4.8% | 1,114,466 | +5.7% | 20.70% | +0.6% |
| Q1 2023 | $53,414,101 | +12.6% | 1,054,574 | +10.0% | 20.58% | +3.3% |
| Q4 2022 | $47,455,983 | +9.9% | 958,902 | +6.9% | 19.92% | +3.9% |
| Q3 2022 | $43,191,000 | +572.5% | 897,388 | +597.5% | 19.17% | +488.6% |
| Q2 2022 | $6,422,000 | +64.4% | 128,664 | +69.8% | 3.26% | +73.2% |
| Q1 2022 | $3,906,000 | +1.8% | 75,786 | +8.5% | 1.88% | +6.6% |
| Q4 2021 | $3,836,000 | -40.3% | 69,866 | -45.7% | 1.76% | -45.9% |
| Q2 2021 | $6,422,000 | – | 128,664 | – | 3.26% | – |
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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% |