VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,347,553 | -12.4% | 28,016 | -8.6% | 0.17% | -10.6% |
Q2 2023 | $1,538,615 | -17.8% | 30,637 | -17.1% | 0.19% | -30.0% |
Q1 2023 | $1,872,807 | -4.4% | 36,968 | -6.6% | 0.27% | -2.2% |
Q4 2022 | $1,959,481 | -21.3% | 39,593 | -23.5% | 0.28% | -37.8% |
Q3 2022 | $2,489,000 | -5.9% | 51,723 | -2.4% | 0.44% | -3.3% |
Q2 2022 | $2,646,000 | -18.0% | 53,009 | -15.4% | 0.46% | +9.5% |
Q1 2022 | $3,228,000 | -18.6% | 62,624 | -13.3% | 0.42% | -10.7% |
Q4 2021 | $3,967,000 | +14.9% | 72,261 | +14.6% | 0.47% | -0.8% |
Q3 2021 | $3,453,000 | +7.7% | 63,057 | +8.7% | 0.47% | +5.6% |
Q2 2021 | $3,207,000 | +21.3% | 58,030 | +19.9% | 0.45% | +2.8% |
Q1 2021 | $2,644,000 | +8.2% | 48,401 | +9.3% | 0.44% | +0.7% |
Q4 2020 | $2,443,000 | +39.4% | 44,276 | +36.7% | 0.43% | +8.0% |
Q3 2020 | $1,752,000 | +21.7% | 32,380 | +21.7% | 0.40% | +15.6% |
Q2 2020 | $1,440,000 | +30.7% | 26,597 | +27.7% | 0.35% | -11.3% |
Q1 2020 | $1,102,000 | -29.3% | 20,833 | -28.5% | 0.39% | -6.0% |
Q4 2019 | $1,559,000 | +15.8% | 29,134 | +16.0% | 0.42% | -1.2% |
Q3 2019 | $1,346,000 | +87.2% | 25,109 | +84.8% | 0.42% | +79.9% |
Q2 2019 | $719,000 | – | 13,587 | – | 0.23% | – |
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% |