VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,972 | +24.2% | 59,181 | +25.4% | 1.23% | +15.6% |
| Q1 2023 | $2,392 | -12.4% | 47,207 | -14.4% | 1.06% | +7.3% |
| Q4 2022 | $2,731 | -99.7% | 55,174 | +205.2% | 0.99% | +243.4% |
| Q1 2022 | $932,000 | -75.6% | 18,078 | -74.1% | 0.29% | -58.0% |
| Q4 2021 | $3,826,000 | +212.6% | 69,678 | +211.8% | 0.68% | +81.7% |
| Q3 2021 | $1,224,000 | -54.6% | 22,344 | -54.2% | 0.38% | -32.1% |
| Q2 2021 | $2,696,000 | -48.9% | 48,755 | -49.5% | 0.56% | -59.6% |
| Q1 2021 | $5,278,000 | +13.9% | 96,598 | +15.0% | 1.37% | +23.0% |
| Q4 2020 | $4,635,000 | +459.1% | 83,987 | +451.8% | 1.12% | -31.9% |
| Q3 2020 | $829,000 | +310.4% | 15,220 | +281.5% | 1.64% | +1645.7% |
| Q3 2018 | $202,000 | -6.0% | 3,990 | -4.0% | 0.09% | -34.7% |
| Q4 2017 | $215,000 | – | 4,158 | – | 0.14% | – |
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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% |