Tortoise Investment Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$3,009,521
-4.2%
62,568
-0.0%
0.45%
-3.9%
Q2 2023$3,142,215
-12.9%
62,569
-12.1%
0.47%
-19.0%
Q1 2023$3,607,347
-7.5%
71,207
-9.7%
0.58%
-15.8%
Q4 2022$3,900,851
-4.3%
78,821
-6.9%
0.68%
-13.9%
Q3 2022$4,078,000
+53.1%
84,707
+58.8%
0.79%
+51.9%
Q2 2022$2,663,000
+115.3%
53,337
+122.2%
0.52%
+127.9%
Q1 2022$1,237,000
+7.4%
24,004
+14.4%
0.23%
+6.0%
Q4 2021$1,152,000
+0.3%
20,9770.0%0.22%
-6.9%
Q3 2021$1,149,000
-0.9%
20,9770.0%0.23%
-2.9%
Q2 2021$1,160,000
+1.2%
20,9770.0%0.24%
-5.2%
Q1 2021$1,146,000
-16.8%
20,977
-16.0%
0.25%
-19.7%
Q4 2020$1,378,000
-9.5%
24,977
-10.7%
0.31%
-15.4%
Q3 2020$1,523,000
-1.1%
27,977
-1.6%
0.37%
-6.8%
Q2 2020$1,540,000
-0.6%
28,438
-2.9%
0.40%
-11.6%
Q1 2020$1,550,000
+9587.5%
29,293
+9567.7%
0.45%
+11150.0%
Q4 2019$16,0000.0%3030.0%0.00%0.0%
Q3 2019$16,0000.0%3030.0%0.00%0.0%
Q2 2019$16,0000.0%3030.0%0.00%0.0%
Q1 2019$16,000
+6.7%
3030.0%0.00%0.0%
Q4 2018$15,000
-96.2%
303
-96.1%
0.00%
-96.1%
Q3 2018$392,000
-0.8%
7,7530.0%0.10%
-5.5%
Q2 2018$395,000
+4.2%
7,753
+4.1%
0.11%
+3.8%
Q1 2018$379,000
-1.6%
7,4500.0%0.10%
-4.5%
Q4 2017$385,0000.0%7,4500.0%0.11%
-6.0%
Q3 2017$385,000
+0.8%
7,4500.0%0.12%
-4.9%
Q2 2017$382,000
+1.3%
7,4500.0%0.12%0.0%
Q1 2017$377,0007,4500.12%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Mosaic Advisors LLC 999,154$49,878,00037.34%
Ackerman Capital Advisors, LLC 1,488,047$74,283,00020.00%
Passive Capital Management, LLC. 681,610$34,025,95317.32%
GPWM LLC 367,667$18,353,00016.66%
HT Partners LLC 771,341$38,505,00015.32%
Orgel Wealth Management, LLC 4,892,226$244,220,00013.82%
ASPIRIANT, LLC 5,509,327$275,018,00013.27%
KilterHowling LLC 215,514$10,758,48212.08%
First Ascent Asset Management, LLC 1,268,313$63,314,00011.96%
Leonard Rickey Investment Advisors P.L.L.C. 529,177$26,416,00011.55%
View complete list of VANGUARD MUN BD FDS shareholders