VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,185,086 | +13.6% | 45,428 | +18.6% | 0.01% | +11.1% |
| Q2 2023 | $1,923,777 | +2.0% | 38,307 | +2.9% | 0.01% | 0.0% |
| Q1 2023 | $1,885,868 | +5.3% | 37,226 | +2.9% | 0.01% | 0.0% |
| Q4 2022 | $1,790,201 | +9.0% | 36,173 | +6.0% | 0.01% | 0.0% |
| Q3 2022 | $1,643,000 | -3.6% | 34,139 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $1,704,000 | -1.0% | 34,139 | +2.2% | 0.01% | +14.3% |
| Q1 2022 | $1,721,000 | -18.3% | 33,391 | -13.0% | 0.01% | -12.5% |
| Q4 2021 | $2,107,000 | +2.5% | 38,378 | +2.2% | 0.01% | -11.1% |
| Q3 2021 | $2,056,000 | +15.8% | 37,537 | +16.9% | 0.01% | +12.5% |
| Q2 2021 | $1,776,000 | +88.1% | 32,116 | +85.8% | 0.01% | +300.0% |
| Q1 2021 | $944,000 | +97.9% | 17,282 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $477,000 | – | 8,641 | – | 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% |