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 | $6,499,407 | +12.5% | 135,123 | +17.5% | 0.29% | +13.2% |
| Q2 2023 | $5,775,825 | -4.2% | 115,010 | -3.4% | 0.26% | -12.9% |
| Q1 2023 | $6,028,892 | -1.9% | 119,007 | -1.6% | 0.30% | -4.8% |
| Q4 2022 | $6,142,897 | +125.2% | 120,923 | +111.9% | 0.31% | +100.0% |
| Q3 2022 | $2,728,000 | -56.9% | 57,067 | -54.2% | 0.16% | -57.7% |
| Q2 2022 | $6,325,000 | +69.3% | 124,581 | +71.9% | 0.37% | +53.8% |
| Q1 2022 | $3,737,000 | +14.1% | 72,489 | +21.5% | 0.24% | +5.8% |
| Q4 2021 | $3,275,000 | +5.5% | 59,645 | +5.2% | 0.22% | -11.8% |
| Q3 2021 | $3,104,000 | -0.8% | 56,670 | +0.1% | 0.26% | -8.3% |
| Q2 2021 | $3,129,000 | +31.1% | 56,587 | +29.6% | 0.28% | +6.9% |
| Q1 2021 | $2,386,000 | +146.7% | 43,664 | +148.6% | 0.26% | +104.7% |
| Q4 2020 | $967,000 | – | 17,561 | – | 0.13% | – |
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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% |