VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,201,298 | -7.1% | 24,975 | -3.0% | 0.20% | -3.8% |
Q2 2023 | $1,292,914 | -0.9% | 25,745 | 0.0% | 0.21% | -4.6% |
Q1 2023 | $1,304,242 | +2.4% | 25,745 | 0.0% | 0.22% | +1.9% |
Q4 2022 | $1,274,120 | -36.8% | 25,745 | -38.5% | 0.22% | -43.4% |
Q3 2022 | $2,016,000 | -3.6% | 41,878 | 0.0% | 0.38% | +3.0% |
Q2 2022 | $2,091,000 | -4.3% | 41,878 | -1.2% | 0.37% | +10.5% |
Q1 2022 | $2,185,000 | -19.2% | 42,393 | -13.9% | 0.33% | -18.7% |
Q4 2021 | $2,703,000 | +16.3% | 49,220 | +15.9% | 0.41% | -6.4% |
Q3 2021 | $2,325,000 | +21.8% | 42,453 | +23.0% | 0.44% | +5.8% |
Q2 2021 | $1,909,000 | +4.5% | 34,528 | +3.3% | 0.42% | -1.9% |
Q1 2021 | $1,827,000 | -10.0% | 33,440 | -9.1% | 0.42% | -18.0% |
Q4 2020 | $2,030,000 | +5.4% | 36,785 | +4.0% | 0.52% | -5.8% |
Q3 2020 | $1,926,000 | – | 35,385 | – | 0.55% | – |
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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% |