VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,876 | -6.5% | 8,194 | -1.1% | 0.09% | -16.5% |
| Q2 2023 | $416,126 | -11.0% | 8,286 | -10.2% | 0.11% | -19.3% |
| Q1 2023 | $467,679 | +1.5% | 9,232 | -0.8% | 0.14% | -6.9% |
| Q4 2022 | $460,582 | +3.0% | 9,307 | +0.3% | 0.14% | -8.2% |
| Q3 2022 | $447,000 | -4.9% | 9,279 | -1.5% | 0.16% | -0.6% |
| Q2 2022 | $470,000 | -5.4% | 9,424 | -2.2% | 0.16% | +12.0% |
| Q1 2022 | $497,000 | -7.8% | 9,639 | -1.9% | 0.14% | -2.1% |
| Q4 2021 | $539,000 | -2.4% | 9,823 | -2.5% | 0.14% | -17.1% |
| Q3 2021 | $552,000 | +56.4% | 10,078 | +55.4% | 0.18% | +15.9% |
| Q3 2020 | $353,000 | -8.3% | 6,485 | -8.9% | 0.15% | -15.6% |
| Q2 2020 | $385,000 | – | 7,120 | – | 0.18% | – |
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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% |