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 | $2,516,064 | -88.2% | 52,309 | -87.7% | 0.08% | -88.0% |
| Q2 2023 | $21,363,393 | +318.6% | 425,396 | +322.2% | 0.65% | +293.3% |
| Q1 2023 | $5,103,813 | +371.0% | 100,746 | +360.2% | 0.16% | +345.9% |
| Q4 2022 | $1,083,550 | -94.5% | 21,894 | -94.6% | 0.04% | -96.0% |
| Q3 2022 | $19,675,000 | +2.9% | 408,710 | +6.7% | 0.92% | +2.1% |
| Q2 2022 | $19,117,000 | +244.0% | 382,947 | +255.2% | 0.90% | +279.3% |
| Q1 2022 | $5,557,000 | +214.8% | 107,798 | +235.4% | 0.24% | +243.5% |
| Q4 2021 | $1,765,000 | -42.4% | 32,141 | -42.5% | 0.07% | -53.4% |
| Q3 2021 | $3,064,000 | +924.7% | 55,936 | +935.9% | 0.15% | +825.0% |
| Q2 2021 | $299,000 | +1.0% | 5,400 | -0.4% | 0.02% | -5.9% |
| Q1 2021 | $296,000 | -1.0% | 5,424 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $299,000 | +1.4% | 5,424 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $295,000 | -36.3% | 5,424 | -36.6% | 0.02% | -44.7% |
| Q2 2020 | $463,000 | +116.4% | 8,552 | +111.1% | 0.04% | +65.2% |
| Q1 2020 | $214,000 | – | 4,052 | – | 0.02% | – |
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% |