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 2022 | $219,000 | -45.7% | 4,550 | -43.6% | 0.17% | -40.5% |
| Q2 2022 | $403,000 | -82.1% | 8,074 | -81.5% | 0.29% | -78.6% |
| Q1 2022 | $2,247,000 | -6.1% | 43,590 | 0.0% | 1.35% | -17.1% |
| Q4 2021 | $2,394,000 | +927.5% | 43,590 | +919.9% | 1.63% | +530.6% |
| Q3 2020 | $233,000 | -61.9% | 4,274 | -62.1% | 0.26% | -66.6% |
| Q2 2020 | $611,000 | -45.5% | 11,285 | -46.8% | 0.77% | -44.4% |
| Q1 2020 | $1,122,000 | -25.3% | 21,203 | -24.5% | 1.39% | -4.3% |
| Q4 2019 | $1,503,000 | -58.6% | 28,078 | -58.5% | 1.45% | -62.1% |
| Q3 2019 | $3,632,000 | -20.6% | 67,736 | -21.5% | 3.83% | -14.3% |
| Q2 2019 | $4,577,000 | -2.2% | 86,246 | -3.9% | 4.47% | -11.2% |
| Q1 2019 | $4,682,000 | +4.4% | 89,779 | +2.2% | 5.03% | -8.8% |
| Q4 2018 | $4,486,000 | +24.6% | 87,869 | +23.3% | 5.52% | +44.0% |
| Q3 2018 | $3,600,000 | +60.3% | 71,275 | +61.8% | 3.83% | +65.3% |
| Q2 2018 | $2,246,000 | +497.3% | 44,064 | +495.5% | 2.32% | +419.5% |
| Q1 2018 | $376,000 | – | 7,400 | – | 0.45% | – |
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% |