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 | $10,805,281 | +51.9% | 224,642 | +58.6% | 3.20% | +53.6% |
| Q2 2023 | $7,112,408 | +92.5% | 141,625 | +94.2% | 2.08% | +77.8% |
| Q1 2023 | $3,694,381 | +3.3% | 72,925 | +0.9% | 1.17% | -3.1% |
| Q4 2022 | $3,575,653 | +169.9% | 72,250 | +162.5% | 1.21% | +142.1% |
| Q3 2022 | $1,325,000 | +20.2% | 27,525 | +24.7% | 0.50% | +14.7% |
| Q2 2022 | $1,102,000 | -18.5% | 22,075 | -15.8% | 0.44% | -2.5% |
| Q1 2022 | $1,352,000 | +84.4% | 26,225 | +96.4% | 0.45% | +84.3% |
| Q4 2021 | $733,000 | -2.7% | 13,350 | -2.9% | 0.24% | -12.0% |
| Q3 2021 | $753,000 | -0.9% | 13,750 | 0.0% | 0.28% | -1.1% |
| Q2 2021 | $760,000 | +1.2% | 13,750 | 0.0% | 0.28% | -6.1% |
| Q1 2021 | $751,000 | +32.7% | 13,750 | +34.1% | 0.30% | +22.3% |
| Q4 2020 | $566,000 | +1.4% | 10,250 | 0.0% | 0.24% | -14.5% |
| Q3 2020 | $558,000 | +0.5% | 10,250 | 0.0% | 0.28% | -8.1% |
| Q2 2020 | $555,000 | +2.4% | 10,250 | 0.0% | 0.31% | -11.2% |
| Q1 2020 | $542,000 | -53.0% | 10,250 | -52.4% | 0.35% | -38.5% |
| Q4 2019 | $1,153,000 | -0.2% | 21,550 | 0.0% | 0.56% | -2.3% |
| Q3 2019 | $1,155,000 | +31.5% | 21,550 | +30.2% | 0.58% | +29.7% |
| Q2 2019 | $878,000 | +8.3% | 16,550 | +6.4% | 0.44% | +4.5% |
| Q1 2019 | $811,000 | -1.6% | 15,550 | -3.7% | 0.43% | -9.6% |
| Q4 2018 | $824,000 | -6.3% | 16,150 | -7.2% | 0.47% | +2.6% |
| Q3 2018 | $879,000 | +12.0% | 17,400 | +13.0% | 0.46% | +7.2% |
| Q2 2018 | $785,000 | +15.4% | 15,400 | +14.9% | 0.43% | +13.2% |
| Q1 2018 | $680,000 | -1.7% | 13,400 | 0.0% | 0.38% | +6.8% |
| Q4 2017 | $692,000 | +12.5% | 13,400 | +12.6% | 0.35% | +8.9% |
| Q3 2017 | $615,000 | +4.2% | 11,900 | +3.5% | 0.32% | -3.0% |
| Q2 2017 | $590,000 | +5.9% | 11,500 | +4.5% | 0.34% | +4.0% |
| Q1 2017 | $557,000 | – | 11,000 | – | 0.32% | – |
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% |