VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,222,702 | +1.6% | 25,420 | +6.1% | 0.20% | +4.1% |
Q2 2023 | $1,203,573 | -11.7% | 23,966 | -10.9% | 0.20% | -19.4% |
Q1 2023 | $1,362,602 | +6.0% | 26,897 | +3.5% | 0.24% | -2.0% |
Q4 2022 | $1,285,948 | +61.3% | 25,984 | +56.9% | 0.25% | +47.0% |
Q3 2022 | $797,000 | +6.6% | 16,563 | +10.5% | 0.17% | +5.7% |
Q2 2022 | $748,000 | -16.3% | 14,983 | -13.6% | 0.16% | -5.4% |
Q1 2022 | $894,000 | +139.0% | 17,335 | +154.4% | 0.17% | +133.3% |
Q4 2021 | $374,000 | -5.3% | 6,814 | -5.4% | 0.07% | -11.1% |
Q3 2021 | $395,000 | -1.2% | 7,204 | -0.5% | 0.08% | -10.0% |
Q2 2021 | $400,000 | -3.6% | 7,240 | -4.7% | 0.09% | -10.9% |
Q1 2021 | $415,000 | -8.8% | 7,596 | -7.9% | 0.10% | -12.2% |
Q4 2020 | $455,000 | – | 8,249 | – | 0.12% | – |
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% |