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 | $5,982,521 | +0.7% | 124,377 | +5.2% | 0.79% | +4.4% |
| Q2 2023 | $5,938,898 | -11.8% | 118,258 | -11.1% | 0.75% | -16.1% |
| Q1 2023 | $6,736,744 | +1.1% | 132,980 | -1.3% | 0.90% | -10.3% |
| Q4 2022 | $6,665,741 | -56.6% | 134,689 | -57.8% | 1.00% | -62.2% |
| Q3 2022 | $15,370,000 | -12.7% | 319,282 | -9.5% | 2.65% | -8.2% |
| Q2 2022 | $17,615,000 | +2264.4% | 352,874 | +2341.2% | 2.89% | +2103.8% |
| Q1 2022 | $745,000 | +210.4% | 14,455 | +230.8% | 0.13% | +204.7% |
| Q4 2021 | $240,000 | -81.4% | 4,370 | -81.2% | 0.04% | -84.9% |
| Q2 2021 | $1,287,000 | +60.3% | 23,279 | +58.4% | 0.28% | +40.6% |
| Q1 2021 | $803,000 | +55.0% | 14,696 | +56.4% | 0.20% | -74.8% |
| Q4 2020 | $518,000 | +113.2% | 9,394 | +110.1% | 0.80% | +820.7% |
| Q3 2020 | $243,000 | – | 4,472 | – | 0.09% | – |
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% |