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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,347 | +2.0% | 9,944 | +6.5% | 0.02% | +5.9% |
| Q2 2023 | $469,137 | -10.8% | 9,341 | -10.0% | 0.02% | 0.0% |
| Q1 2023 | $526,051 | +6.6% | 10,383 | +4.2% | 0.02% | -5.6% |
| Q4 2022 | $493,336 | -3.6% | 9,968 | -6.2% | 0.02% | -10.0% |
| Q3 2022 | $512,000 | -16.3% | 10,630 | -13.3% | 0.02% | -4.8% |
| Q2 2022 | $612,000 | -19.3% | 12,259 | -16.6% | 0.02% | -8.7% |
| Q1 2022 | $758,000 | -53.4% | 14,705 | -50.3% | 0.02% | -48.9% |
| Q4 2021 | $1,625,000 | +1.5% | 29,587 | +1.2% | 0.04% | -6.2% |
| Q3 2021 | $1,601,000 | +8.5% | 29,222 | +9.5% | 0.05% | +9.1% |
| Q2 2021 | $1,476,000 | +11.6% | 26,685 | +10.2% | 0.04% | +4.8% |
| Q1 2021 | $1,323,000 | +57.5% | 24,216 | +59.2% | 0.04% | +44.8% |
| Q4 2020 | $840,000 | -2.6% | 15,213 | -3.9% | 0.03% | -14.7% |
| Q3 2020 | $862,000 | +15.2% | 15,825 | +14.5% | 0.03% | +3.0% |
| Q2 2020 | $748,000 | +89.4% | 13,824 | +85.3% | 0.03% | +43.5% |
| Q1 2020 | $395,000 | – | 7,460 | – | 0.02% | – |
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% |