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 | $3,512,551 | +32.2% | 73,026 | +38.0% | 0.40% | +47.9% |
| Q2 2023 | $2,657,542 | -23.2% | 52,918 | -22.5% | 0.27% | -29.6% |
| Q1 2023 | $3,458,761 | +7.1% | 68,274 | +4.6% | 0.38% | -4.3% |
| Q4 2022 | $3,229,074 | +34.9% | 65,247 | +31.2% | 0.40% | +26.5% |
| Q3 2022 | $2,394,000 | +252.6% | 49,735 | +265.8% | 0.31% | +272.6% |
| Q2 2022 | $679,000 | +10.2% | 13,598 | +13.8% | 0.08% | +10.5% |
| Q1 2022 | $616,000 | -6.9% | 11,946 | -0.9% | 0.08% | -3.8% |
| Q4 2021 | $662,000 | +1.1% | 12,051 | +0.8% | 0.08% | -8.1% |
| Q3 2021 | $655,000 | -7.2% | 11,960 | -6.3% | 0.09% | -10.4% |
| Q2 2021 | $706,000 | +1.1% | 12,769 | 0.0% | 0.10% | -8.6% |
| Q1 2021 | $698,000 | +52.7% | 12,769 | +54.2% | 0.10% | +43.8% |
| Q4 2020 | $457,000 | +9.9% | 8,280 | +8.4% | 0.07% | -3.9% |
| Q3 2020 | $416,000 | +35.9% | 7,635 | +35.3% | 0.08% | +22.6% |
| Q2 2020 | $306,000 | – | 5,645 | – | 0.06% | – |
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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% |