VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,574 | -50.5% | 6,041 | -48.3% | 0.02% | -51.0% |
| Q2 2023 | $586,653 | +10.8% | 11,682 | +11.7% | 0.05% | +11.4% |
| Q1 2023 | $529,593 | +20.7% | 10,454 | +17.9% | 0.04% | +18.9% |
| Q4 2022 | $438,810 | -5.2% | 8,866 | -7.8% | 0.04% | -26.0% |
| Q3 2022 | $463,000 | -43.5% | 9,620 | -41.4% | 0.05% | -52.8% |
| Q2 2022 | $819,000 | -9.3% | 16,415 | -6.3% | 0.11% | -7.8% |
| Q1 2022 | $903,000 | +88.5% | 17,517 | +100.8% | 0.12% | +43.8% |
| Q4 2021 | $479,000 | +1.9% | 8,724 | +1.6% | 0.08% | -7.0% |
| Q3 2021 | $470,000 | -1.3% | 8,590 | -0.2% | 0.09% | +4.9% |
| Q2 2021 | $476,000 | +1.3% | 8,611 | +0.0% | 0.08% | -12.8% |
| Q1 2021 | $470,000 | -4.7% | 8,610 | -3.6% | 0.09% | -44.0% |
| Q4 2020 | $493,000 | 0.0% | 8,929 | -1.4% | 0.17% | -8.2% |
| Q3 2020 | $493,000 | +0.4% | 9,055 | -0.3% | 0.18% | +0.5% |
| Q2 2020 | $491,000 | +1.2% | 9,080 | -1.0% | 0.18% | +0.6% |
| Q1 2020 | $485,000 | +16.9% | 9,168 | +18.4% | 0.18% | +64.5% |
| Q4 2019 | $415,000 | -9.2% | 7,744 | -9.1% | 0.11% | +59.4% |
| Q3 2019 | $457,000 | -1.1% | 8,520 | -2.1% | 0.07% | -2.8% |
| Q2 2019 | $462,000 | -1.7% | 8,702 | -3.5% | 0.07% | -2.7% |
| Q1 2019 | $470,000 | +3.5% | 9,013 | +1.4% | 0.07% | -5.2% |
| Q4 2018 | $454,000 | +44.6% | 8,886 | +43.1% | 0.08% | +67.4% |
| Q3 2018 | $314,000 | +36.5% | 6,208 | +37.6% | 0.05% | +35.3% |
| Q2 2018 | $230,000 | – | 4,511 | – | 0.03% | – |
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% |