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 | $35,734,283 | -14.3% | 742,916 | -10.5% | 0.09% | -11.3% |
| Q2 2023 | $41,680,206 | +2.5% | 829,952 | +3.4% | 0.11% | -1.9% |
| Q1 2023 | $40,646,774 | +4.1% | 802,345 | +1.7% | 0.11% | -3.6% |
| Q4 2022 | $39,029,840 | +6.1% | 788,640 | +3.2% | 0.11% | -6.7% |
| Q3 2022 | $36,778,000 | +19.2% | 763,984 | +23.6% | 0.12% | +27.7% |
| Q2 2022 | $30,864,000 | – | 618,276 | – | 0.09% | – |
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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% |