VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,451,080 | -5.2% | 50,958 | -1.0% | 0.74% | -1.5% |
| Q2 2023 | $2,586,129 | -6.6% | 51,496 | -5.8% | 0.75% | -8.8% |
| Q1 2023 | $2,768,366 | -1.3% | 54,646 | -3.6% | 0.82% | -14.1% |
| Q4 2022 | $2,804,202 | +4.1% | 56,662 | +1.2% | 0.96% | -5.2% |
| Q3 2022 | $2,694,000 | +24.8% | 55,972 | +29.5% | 1.01% | +93.0% |
| Q2 2022 | $2,158,000 | -33.8% | 43,237 | -31.6% | 0.52% | -25.2% |
| Q1 2022 | $3,259,000 | -7.2% | 63,220 | -1.1% | 0.70% | +3.2% |
| Q4 2021 | $3,510,000 | +21.2% | 63,923 | +20.9% | 0.68% | +13.3% |
| Q3 2021 | $2,895,000 | +7.5% | 52,863 | +8.5% | 0.60% | +8.9% |
| Q2 2021 | $2,694,000 | +0.5% | 48,719 | -0.7% | 0.55% | -6.3% |
| Q1 2021 | $2,680,000 | +6.8% | 49,043 | +7.9% | 0.59% | +10.5% |
| Q4 2020 | $2,509,000 | -7.0% | 45,463 | -8.2% | 0.53% | -36.3% |
| Q3 2020 | $2,697,000 | – | 49,547 | – | 0.84% | – |
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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% |