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 | $8,859,158 | +107050.0% | 184,182 | +11.9% | 0.26% | +10.0% |
Q2 2023 | $8,268 | +7.8% | 164,634 | +8.8% | 0.24% | -1.6% |
Q1 2023 | $7,669 | +20.4% | 151,385 | +17.6% | 0.24% | +13.6% |
Q4 2022 | $6,372 | -99.9% | 128,749 | -13.2% | 0.21% | -19.5% |
Q3 2022 | $7,137,000 | +18.5% | 148,246 | +22.8% | 0.27% | +23.1% |
Q2 2022 | $6,025,000 | +10.8% | 120,703 | +14.4% | 0.22% | +29.3% |
Q1 2022 | $5,438,000 | -20.7% | 105,478 | -15.5% | 0.17% | -18.1% |
Q4 2021 | $6,856,000 | +16.1% | 124,861 | +15.8% | 0.20% | +3.6% |
Q3 2021 | $5,904,000 | +27.4% | 107,791 | +28.6% | 0.20% | +27.9% |
Q2 2021 | $4,635,000 | +16.1% | 83,814 | +14.7% | 0.15% | +10.8% |
Q1 2021 | $3,991,000 | +32.8% | 73,044 | +34.1% | 0.14% | +20.9% |
Q4 2020 | $3,006,000 | +7.5% | 54,466 | +6.0% | 0.12% | -4.2% |
Q3 2020 | $2,796,000 | -0.6% | 51,360 | -1.1% | 0.12% | -11.8% |
Q2 2020 | $2,813,000 | -1.1% | 51,955 | -3.4% | 0.14% | -19.0% |
Q1 2020 | $2,844,000 | -21.3% | 53,758 | -20.4% | 0.17% | -2.3% |
Q4 2019 | $3,614,000 | -7.5% | 67,498 | -7.3% | 0.17% | -14.4% |
Q3 2019 | $3,906,000 | -0.2% | 72,852 | -1.2% | 0.20% | -6.5% |
Q2 2019 | $3,912,000 | -0.8% | 73,704 | -2.5% | 0.22% | -5.3% |
Q1 2019 | $3,944,000 | +64.3% | 75,620 | +60.8% | 0.23% | +47.4% |
Q4 2018 | $2,401,000 | -1.3% | 47,024 | -2.3% | 0.15% | +12.4% |
Q3 2018 | $2,432,000 | -15.8% | 48,147 | -15.0% | 0.14% | -22.2% |
Q2 2018 | $2,887,000 | – | 56,639 | – | 0.18% | – |
Download |
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% |