VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,362,577 | +15.9% | 28,328 | +21.1% | 0.27% | +18.9% |
| Q2 2023 | $1,175,148 | +10.7% | 23,400 | +11.7% | 0.23% | +2.7% |
| Q1 2023 | $1,061,631 | -13.0% | 20,956 | -15.0% | 0.22% | -21.1% |
| Q4 2022 | $1,220,819 | -11.2% | 24,668 | -13.6% | 0.28% | -14.4% |
| Q3 2022 | $1,375,000 | +2.4% | 28,567 | +9.0% | 0.33% | +16.0% |
| Q2 2022 | $1,343,000 | +68.7% | 26,220 | +69.8% | 0.28% | +70.9% |
| Q1 2022 | $796,000 | -2.3% | 15,444 | +0.9% | 0.16% | -2.9% |
| Q4 2021 | $815,000 | -40.9% | 15,303 | -39.2% | 0.17% | -45.5% |
| Q3 2021 | $1,378,000 | +41.0% | 25,162 | +42.4% | 0.31% | +39.9% |
| Q2 2021 | $977,000 | +17.4% | 17,669 | +16.7% | 0.22% | +11.5% |
| Q1 2021 | $832,000 | +17.7% | 15,145 | +18.9% | 0.20% | +11.7% |
| Q4 2020 | $707,000 | +81.7% | 12,740 | +78.5% | 0.18% | +34.6% |
| Q3 2020 | $389,000 | -4.0% | 7,139 | -3.1% | 0.13% | -6.3% |
| Q2 2020 | $405,000 | -7.3% | 7,371 | -10.8% | 0.14% | -30.0% |
| Q1 2020 | $437,000 | -18.5% | 8,264 | -17.5% | 0.20% | -2.9% |
| Q4 2019 | $536,000 | -1.3% | 10,015 | -1.0% | 0.21% | -10.3% |
| Q3 2019 | $543,000 | +0.2% | 10,120 | 0.0% | 0.23% | -2.5% |
| Q2 2019 | $542,000 | +2.7% | 10,120 | 0.0% | 0.24% | -0.4% |
| Q1 2019 | $528,000 | -1.3% | 10,120 | -2.8% | 0.24% | 0.0% |
| Q4 2018 | $535,000 | – | 10,408 | – | 0.24% | – |
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% |