VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,159,929 | -12.6% | 86,485 | -8.8% | 0.42% | -11.9% |
| Q2 2023 | $4,761,459 | +0.5% | 94,812 | +1.4% | 0.47% | -4.3% |
| Q1 2023 | $4,736,609 | +3.8% | 93,498 | +1.4% | 0.49% | -4.6% |
| Q4 2022 | $4,562,785 | -19.8% | 92,196 | -22.0% | 0.52% | -31.2% |
| Q3 2022 | $5,688,000 | -13.4% | 118,162 | -10.2% | 0.75% | -14.7% |
| Q2 2022 | $6,568,000 | +2.3% | 131,576 | +5.7% | 0.88% | +13.5% |
| Q1 2022 | $6,418,000 | -1.9% | 124,504 | +4.5% | 0.78% | -0.5% |
| Q4 2021 | $6,545,000 | -0.5% | 119,191 | -0.8% | 0.78% | -14.9% |
| Q3 2021 | $6,581,000 | +0.6% | 120,161 | +1.6% | 0.92% | -3.3% |
| Q2 2021 | $6,540,000 | +40.9% | 118,259 | +39.2% | 0.95% | +26.0% |
| Q1 2021 | $4,642,000 | -1.8% | 84,953 | -0.8% | 0.75% | -14.2% |
| Q4 2020 | $4,727,000 | +1.8% | 85,651 | +0.4% | 0.88% | -13.2% |
| Q3 2020 | $4,645,000 | – | 85,318 | – | 1.01% | – |
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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% |