VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 427 filers reported holding VANGUARD MUN BD FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $191,338 | +12.7% | 3,810 | +13.7% | 0.03% | +25.0% |
| Q1 2023 | $169,762 | +2.4% | 3,351 | 0.0% | 0.02% | -7.7% |
| Q4 2022 | $165,841 | +3.0% | 3,351 | 0.0% | 0.03% | -60.0% |
| Q3 2022 | $161,000 | -3.6% | 3,351 | 0.0% | 0.06% | +18.2% |
| Q2 2022 | $167,000 | -3.5% | 3,351 | 0.0% | 0.06% | +12.2% |
| Q1 2022 | $173,000 | -6.0% | 3,351 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $184,000 | -48.0% | 3,351 | -48.1% | 0.05% | -52.0% |
| Q3 2021 | $354,000 | -0.8% | 6,457 | 0.0% | 0.10% | -17.7% |
| Q2 2021 | $357,000 | +1.1% | 6,457 | 0.0% | 0.12% | -3.9% |
| Q1 2021 | $353,000 | +90.8% | 6,457 | +92.9% | 0.13% | +51.8% |
| Q4 2020 | $185,000 | +1.6% | 3,348 | 0.0% | 0.08% | -15.0% |
| Q3 2020 | $182,000 | +0.6% | 3,348 | 0.0% | 0.10% | -2.0% |
| Q2 2020 | $181,000 | +2.3% | 3,348 | 0.0% | 0.10% | +10.9% |
| Q1 2020 | $177,000 | -1.1% | 3,348 | 0.0% | 0.09% | -16.4% |
| Q4 2019 | $179,000 | -0.6% | 3,348 | 0.0% | 0.11% | -3.5% |
| Q3 2019 | $180,000 | -6.7% | 3,348 | -7.8% | 0.11% | +32.6% |
| Q2 2019 | $193,000 | +2.1% | 3,630 | 0.0% | 0.09% | -36.3% |
| Q1 2019 | $189,000 | +2.2% | 3,630 | 0.0% | 0.14% | +12.5% |
| Q4 2018 | $185,000 | +1.1% | 3,630 | 0.0% | 0.12% | -7.0% |
| Q3 2018 | $183,000 | -1.1% | 3,630 | 0.0% | 0.13% | -26.3% |
| Q2 2018 | $185,000 | +0.5% | 3,630 | 0.0% | 0.18% | +1.2% |
| Q1 2018 | $184,000 | -1.1% | 3,630 | +1.1% | 0.17% | -9.9% |
| Q4 2017 | $186,000 | – | 3,592 | – | 0.19% | – |
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% |