VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,068,087 | -7.2% | 22,206 | -3.1% | 0.09% | -6.3% |
| Q2 2023 | $1,151,437 | +66.7% | 22,928 | +68.2% | 0.10% | +46.2% |
| Q1 2023 | $690,599 | -13.6% | 13,632 | -15.5% | 0.06% | -20.7% |
| Q4 2022 | $798,843 | -32.6% | 16,142 | -34.5% | 0.08% | -40.6% |
| Q3 2022 | $1,186,000 | +3.3% | 24,633 | +7.2% | 0.14% | +7.0% |
| Q2 2022 | $1,148,000 | +28.4% | 22,989 | +32.5% | 0.13% | +50.0% |
| Q1 2022 | $894,000 | -10.4% | 17,350 | -4.6% | 0.09% | -8.5% |
| Q4 2021 | $998,000 | +39.8% | 18,179 | +40.8% | 0.09% | +22.1% |
| Q3 2021 | $714,000 | 0.0% | 12,912 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $714,000 | +8.5% | 12,912 | +7.2% | 0.08% | +2.7% |
| Q1 2021 | $658,000 | -1.8% | 12,043 | -0.8% | 0.08% | -9.6% |
| Q4 2020 | $670,000 | +1.5% | 12,144 | +0.0% | 0.08% | -6.7% |
| Q3 2020 | $660,000 | +74.1% | 12,140 | +73.1% | 0.09% | +58.9% |
| Q2 2020 | $379,000 | +16.6% | 7,013 | +14.2% | 0.06% | -13.8% |
| Q1 2020 | $325,000 | +32.1% | 6,140 | +33.4% | 0.06% | +51.2% |
| Q4 2019 | $246,000 | +79.6% | 4,603 | +79.8% | 0.04% | +59.3% |
| Q3 2019 | $137,000 | +1.5% | 2,560 | 0.0% | 0.03% | -3.6% |
| Q2 2019 | $135,000 | +1.5% | 2,560 | 0.0% | 0.03% | +3.7% |
| Q1 2019 | $133,000 | +2.3% | 2,560 | 0.0% | 0.03% | -15.6% |
| Q4 2018 | $130,000 | – | 2,560 | – | 0.03% | – |
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% |