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 | $796,327 | -83.5% | 16,556 | -82.7% | 0.03% | -83.3% |
| Q2 2023 | $4,817,760 | -49.2% | 95,933 | -48.8% | 0.16% | -54.8% |
| Q1 2023 | $9,483,957 | +14.2% | 187,208 | +11.6% | 0.34% | +15.0% |
| Q4 2022 | $8,305,610 | -27.9% | 167,824 | -29.9% | 0.30% | -40.0% |
| Q3 2022 | $11,522,000 | -56.2% | 239,343 | -54.6% | 0.50% | -38.7% |
| Q2 2022 | $26,331,000 | +95.3% | 527,462 | +101.7% | 0.82% | +0.2% |
| Q1 2022 | $13,481,000 | – | 261,506 | – | 0.81% | – |
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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% |