VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 177 filers reported holding VANGUARD MUN BD FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,303,918 | +12.3% | 47,898 | +17.2% | 0.12% | +9.3% |
| Q2 2023 | $2,051,979 | +4.9% | 40,860 | +5.9% | 0.11% | -4.5% |
| Q1 2023 | $1,955,203 | +22.7% | 38,595 | +19.8% | 0.11% | +12.0% |
| Q4 2022 | $1,593,971 | -40.6% | 32,208 | -42.2% | 0.10% | -51.0% |
| Q3 2022 | $2,685,000 | +340.2% | 55,771 | +356.6% | 0.20% | +277.8% |
| Q2 2022 | $610,000 | +189.1% | 12,214 | +198.8% | 0.05% | +237.5% |
| Q1 2022 | $211,000 | -67.5% | 4,088 | -65.5% | 0.02% | -66.7% |
| Q4 2021 | $650,000 | +2.7% | 11,841 | +2.5% | 0.05% | -7.7% |
| Q3 2021 | $633,000 | -9.7% | 11,552 | -8.9% | 0.05% | +18.2% |
| Q2 2021 | $701,000 | +5.3% | 12,676 | +4.0% | 0.04% | -8.3% |
| Q1 2021 | $666,000 | -6.9% | 12,191 | -5.9% | 0.05% | -18.6% |
| Q4 2020 | $715,000 | +30.2% | 12,950 | +28.4% | 0.06% | +7.3% |
| Q3 2020 | $549,000 | +125.0% | 10,089 | +124.0% | 0.06% | +66.7% |
| Q2 2020 | $244,000 | -10.3% | 4,504 | -4.8% | 0.03% | -15.4% |
| Q1 2020 | $272,000 | +18.8% | 4,732 | +10.6% | 0.04% | +44.4% |
| Q4 2019 | $229,000 | +112.0% | 4,277 | +101.6% | 0.03% | -6.9% |
| Q1 2018 | $108,000 | -0.9% | 2,122 | +0.0% | 0.03% | 0.0% |
| Q4 2017 | $109,000 | – | 2,121 | – | 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% |