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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,388,000 | -3.7% | 43,487 | -3.9% | 0.19% | -11.7% |
| Q3 2021 | $2,480,000 | +5.8% | 45,234 | +6.6% | 0.21% | +4.4% |
| Q2 2021 | $2,343,000 | -18.9% | 42,423 | -19.7% | 0.20% | -24.7% |
| Q1 2021 | $2,889,000 | +4.0% | 52,858 | +4.9% | 0.27% | -4.6% |
| Q4 2020 | $2,778,000 | +19.4% | 50,365 | +17.9% | 0.28% | +7.2% |
| Q3 2020 | $2,326,000 | +87.6% | 42,729 | +86.5% | 0.26% | +46.4% |
| Q2 2020 | $1,240,000 | +8.3% | 22,905 | +6.4% | 0.18% | +15.3% |
| Q1 2020 | $1,145,000 | +107.1% | 21,524 | +108.6% | 0.16% | +161.7% |
| Q4 2019 | $553,000 | +58.5% | 10,316 | +58.6% | 0.06% | +50.0% |
| Q3 2019 | $349,000 | -26.2% | 6,506 | -27.0% | 0.04% | -25.9% |
| Q2 2019 | $473,000 | -17.3% | 8,912 | -18.8% | 0.05% | -19.4% |
| Q1 2019 | $572,000 | +22.0% | 10,972 | +19.3% | 0.07% | +8.1% |
| Q4 2018 | $469,000 | -3.7% | 9,196 | -4.6% | 0.06% | +8.8% |
| Q3 2018 | $487,000 | +16.2% | 9,636 | +17.4% | 0.06% | +11.8% |
| Q2 2018 | $419,000 | -7.3% | 8,210 | -7.8% | 0.05% | -7.3% |
| Q1 2018 | $452,000 | +73.8% | 8,905 | +76.9% | 0.06% | +57.1% |
| Q4 2017 | $260,000 | – | 5,035 | – | 0.04% | – |
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% |