VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,321 | -4.2% | 5,121 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $257,177 | -2.6% | 5,121 | -1.7% | 0.02% | -10.7% |
| Q1 2023 | $263,939 | +6.2% | 5,210 | +3.8% | 0.03% | 0.0% |
| Q4 2022 | $248,489 | -0.2% | 5,021 | -2.9% | 0.03% | -9.7% |
| Q3 2022 | $249,000 | -11.4% | 5,171 | -5.2% | 0.03% | +6.9% |
| Q1 2022 | $281,000 | -9.6% | 5,455 | -3.6% | 0.03% | -6.5% |
| Q4 2021 | $311,000 | +24.9% | 5,657 | +24.2% | 0.03% | +14.8% |
| Q3 2021 | $249,000 | -1.2% | 4,554 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $252,000 | – | 4,554 | – | 0.03% | – |
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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% |