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 | $11,698,545 | +0.8% | 243,213 | +5.2% | 1.28% | +4.6% |
Q2 2023 | $11,610,713 | +1.7% | 231,197 | +2.6% | 1.22% | -5.1% |
Q1 2023 | $11,417,295 | +4.3% | 225,371 | +1.9% | 1.28% | +0.5% |
Q4 2022 | $10,946,941 | +7.1% | 221,195 | +4.2% | 1.28% | -0.5% |
Q3 2022 | $10,218,000 | -28.4% | 212,265 | -25.7% | 1.28% | -25.3% |
Q2 2022 | $14,262,000 | +0.5% | 285,697 | +3.7% | 1.72% | +13.5% |
Q1 2022 | $14,197,000 | -0.8% | 275,403 | +5.7% | 1.51% | +1.1% |
Q4 2021 | $14,305,000 | +12.4% | 260,509 | +12.1% | 1.50% | +5.6% |
Q3 2021 | $12,729,000 | +12.8% | 232,409 | +13.9% | 1.42% | +8.3% |
Q2 2021 | $11,280,000 | +10.4% | 203,974 | +9.1% | 1.31% | +5.9% |
Q1 2021 | $10,218,000 | +52.7% | 187,005 | +54.3% | 1.24% | +46.0% |
Q4 2020 | $6,691,000 | +4.7% | 121,227 | +3.3% | 0.85% | -5.4% |
Q3 2020 | $6,388,000 | +27.1% | 117,337 | +26.5% | 0.89% | +17.5% |
Q2 2020 | $5,024,000 | +0.6% | 92,791 | -1.7% | 0.76% | -12.2% |
Q1 2020 | $4,992,000 | +5.0% | 94,363 | +6.3% | 0.87% | +35.9% |
Q4 2019 | $4,754,000 | +1.8% | 88,790 | +1.9% | 0.64% | -5.8% |
Q3 2019 | $4,672,000 | +0.5% | 87,134 | -0.5% | 0.68% | +0.3% |
Q2 2019 | $4,648,000 | +5.3% | 87,581 | +3.5% | 0.68% | +4.2% |
Q1 2019 | $4,412,000 | +103.7% | 84,603 | +99.4% | 0.65% | +76.1% |
Q4 2018 | $2,166,000 | -58.1% | 42,430 | -58.5% | 0.37% | -50.5% |
Q3 2018 | $5,167,000 | +7.6% | 102,304 | +8.6% | 0.74% | +2.8% |
Q2 2018 | $4,800,000 | +9.7% | 94,164 | +9.4% | 0.72% | +7.1% |
Q1 2018 | $4,376,000 | +3.8% | 86,100 | +5.5% | 0.68% | +3.8% |
Q4 2017 | $4,216,000 | +10.3% | 81,596 | +10.3% | 0.65% | +2.8% |
Q3 2017 | $3,823,000 | +16.3% | 73,994 | +15.5% | 0.63% | +1.3% |
Q2 2017 | $3,288,000 | +21.2% | 64,066 | +19.6% | 0.62% | +17.7% |
Q1 2017 | $2,712,000 | +23.6% | 53,551 | +22.7% | 0.53% | +16.4% |
Q4 2016 | $2,194,000 | +25.4% | 43,655 | +30.3% | 0.46% | +17.5% |
Q3 2016 | $1,749,000 | +54.9% | 33,515 | +56.5% | 0.39% | +49.8% |
Q2 2016 | $1,129,000 | +259.6% | 21,415 | +250.5% | 0.26% | +254.8% |
Q1 2016 | $314,000 | – | 6,110 | – | 0.07% | – |
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% |