VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,186,007 | +0.6% | 24,657 | +5.0% | 0.27% | +6.8% |
| Q2 2023 | $1,179,411 | +6.4% | 23,485 | +7.3% | 0.25% | +1.6% |
| Q1 2023 | $1,108,497 | +2.4% | 21,881 | +0.1% | 0.25% | -2.4% |
| Q4 2022 | $1,082,236 | -5.2% | 21,868 | -7.7% | 0.25% | -11.0% |
| Q3 2022 | $1,141,000 | -3.7% | 23,692 | -0.2% | 0.28% | +7.2% |
| Q2 2022 | $1,185,000 | -13.9% | 23,737 | -11.2% | 0.26% | +4.3% |
| Q1 2022 | $1,377,000 | +14.8% | 26,722 | +22.3% | 0.25% | +26.5% |
| Q4 2021 | $1,200,000 | +8.1% | 21,856 | +7.9% | 0.20% | +2.0% |
| Q3 2021 | $1,110,000 | – | 20,261 | – | 0.20% | – |
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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% |