VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $523,262 | -5.8% | 10,250 | -11.3% | 0.12% | -13.1% |
| Q3 2023 | $555,555 | -4.2% | 11,550 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $580,041 | -14.6% | 11,550 | -13.8% | 0.14% | -16.4% |
| Q1 2023 | $678,844 | +120262.4% | 13,400 | +17.5% | 0.16% | +17.0% |
| Q4 2022 | $564 | -99.9% | 11,400 | -7.3% | 0.14% | -4.1% |
| Q3 2022 | $592,000 | -16.5% | 12,300 | -13.4% | 0.15% | -10.9% |
| Q2 2022 | $709,000 | -46.0% | 14,200 | -44.2% | 0.16% | -31.8% |
| Q1 2022 | $1,312,000 | +3.6% | 25,450 | +10.4% | 0.24% | +8.0% |
| Q4 2021 | $1,266,000 | +0.3% | 23,050 | 0.0% | 0.22% | -5.9% |
| Q3 2021 | $1,262,000 | +51.1% | 23,050 | +52.6% | 0.24% | +51.6% |
| Q2 2021 | $835,000 | +18.9% | 15,100 | +17.5% | 0.16% | +12.1% |
| Q1 2021 | $702,000 | +56.0% | 12,850 | +57.7% | 0.14% | +48.9% |
| Q4 2020 | $450,000 | – | 8,150 | – | 0.09% | – |
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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% |