VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,961,390 | -10.9% | 123,937 | -7.0% | 0.96% | -10.8% |
| Q2 2023 | $6,689,957 | -2.1% | 133,213 | -1.3% | 1.08% | -9.2% |
| Q1 2023 | $6,836,922 | -14.5% | 134,957 | -16.5% | 1.19% | -19.4% |
| Q4 2022 | $8,000,058 | +455.9% | 161,650 | +440.6% | 1.47% | +381.7% |
| Q3 2022 | $1,439,000 | -60.6% | 29,901 | -59.1% | 0.31% | -59.3% |
| Q2 2022 | $3,653,000 | +72960.0% | 73,183 | +79446.7% | 0.75% | +75100.0% |
| Q1 2022 | $5,000 | -94.0% | 92 | -93.9% | 0.00% | -93.3% |
| Q4 2021 | $83,000 | +1560.0% | 1,516 | +1565.9% | 0.02% | +1400.0% |
| Q3 2021 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 91 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | – | 90 | – | 0.00% | – |
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% |