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 | $7,126 | -10.8% | 148,149 | -6.9% | 0.11% | -5.3% |
| Q2 2023 | $7,991 | -7.6% | 159,116 | -6.8% | 0.11% | -11.7% |
| Q1 2023 | $8,647 | -32.4% | 170,690 | -34.0% | 0.13% | -28.9% |
| Q4 2022 | $12,798 | -99.7% | 258,598 | +169.2% | 0.18% | +119.5% |
| Q3 2022 | $4,625,000 | -42.8% | 96,076 | -40.7% | 0.08% | -41.0% |
| Q2 2022 | $8,083,000 | +123.2% | 161,923 | +130.5% | 0.14% | +157.4% |
| Q1 2022 | $3,622,000 | +42.0% | 70,261 | +51.3% | 0.05% | +20.0% |
| Q4 2021 | $2,550,000 | +7.4% | 46,440 | +7.1% | 0.04% | -2.2% |
| Q3 2021 | $2,374,000 | – | 43,353 | – | 0.05% | – |
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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% |