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 | $267,965 | -4.2% | 5,571 | 0.0% | 0.20% | -0.5% |
| Q2 2023 | $279,776 | -0.9% | 5,571 | 0.0% | 0.20% | -4.2% |
| Q1 2023 | $282,227 | +2.4% | 5,571 | 0.0% | 0.21% | -1.8% |
| Q4 2022 | $275,709 | +15.8% | 5,571 | +12.9% | 0.22% | +10.7% |
| Q3 2022 | $238,000 | -38.5% | 4,934 | -36.4% | 0.20% | -35.6% |
| Q2 2022 | $387,000 | -51.8% | 7,759 | -50.2% | 0.31% | -41.8% |
| Q1 2022 | $803,000 | -10.9% | 15,576 | -5.1% | 0.53% | -5.1% |
| Q4 2021 | $901,000 | +1.1% | 16,413 | +0.8% | 0.55% | -6.4% |
| Q3 2021 | $891,000 | +20.9% | 16,277 | +22.1% | 0.59% | +22.6% |
| Q2 2021 | $737,000 | +28.0% | 13,333 | +26.4% | 0.48% | +14.7% |
| Q1 2021 | $576,000 | +22.8% | 10,548 | +24.2% | 0.42% | +9.4% |
| Q4 2020 | $469,000 | +1.3% | 8,493 | -0.2% | 0.38% | -9.6% |
| Q3 2020 | $463,000 | +6.9% | 8,508 | +6.3% | 0.43% | +7.8% |
| Q2 2020 | $433,000 | -48.8% | 8,003 | -50.0% | 0.40% | -55.7% |
| Q1 2020 | $846,000 | +13.6% | 15,998 | +14.9% | 0.89% | +32.5% |
| Q4 2019 | $745,000 | +24.4% | 13,922 | +24.7% | 0.67% | +13.7% |
| Q3 2019 | $599,000 | +132.2% | 11,162 | +130.0% | 0.59% | +130.4% |
| Q2 2019 | $258,000 | +49.1% | 4,854 | +46.1% | 0.26% | +49.4% |
| Q1 2019 | $173,000 | -20.6% | 3,322 | -22.1% | 0.17% | -27.4% |
| Q4 2018 | $218,000 | -18.4% | 4,265 | -19.4% | 0.24% | -6.3% |
| Q3 2018 | $267,000 | +25.4% | 5,290 | +26.8% | 0.25% | +27.8% |
| Q2 2018 | $213,000 | +16.4% | 4,172 | +16.1% | 0.20% | +18.6% |
| Q1 2018 | $183,000 | +50.0% | 3,595 | +51.7% | 0.17% | +59.0% |
| Q4 2017 | $122,000 | – | 2,370 | – | 0.10% | – |
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% |