VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,585,247 | -16.1% | 199,277 | -12.4% | 2.67% | -9.9% |
| Q2 2023 | $11,418,044 | +0.3% | 227,360 | +1.2% | 2.96% | +0.4% |
| Q1 2023 | $11,383,884 | +88.7% | 224,711 | +84.4% | 2.95% | +82.0% |
| Q4 2022 | $6,031,519 | -92.5% | 121,873 | -92.7% | 1.62% | -92.9% |
| Q3 2022 | $80,001,000 | +7.7% | 1,661,840 | +11.7% | 22.74% | +13.7% |
| Q2 2022 | $74,283,000 | +1424.7% | 1,488,047 | +1474.6% | 20.00% | +1643.9% |
| Q1 2022 | $4,872,000 | -93.8% | 94,501 | -93.4% | 1.15% | -93.7% |
| Q4 2021 | $78,739,000 | -5.5% | 1,433,972 | -5.7% | 18.07% | -5.4% |
| Q3 2021 | $83,321,000 | +4.4% | 1,521,281 | +5.4% | 19.11% | +2.3% |
| Q2 2021 | $79,800,000 | +4.4% | 1,443,042 | +3.1% | 18.68% | +0.6% |
| Q1 2021 | $76,443,000 | -2.2% | 1,399,036 | -1.2% | 18.57% | -6.6% |
| Q4 2020 | $78,175,000 | +2.2% | 1,416,465 | +0.8% | 19.87% | -6.7% |
| Q3 2020 | $76,518,000 | +10.1% | 1,405,554 | +9.5% | 21.30% | +2.2% |
| Q2 2020 | $69,488,000 | +83.0% | 1,283,493 | +78.8% | 20.83% | +40.9% |
| Q1 2020 | $37,969,000 | +1016.7% | 717,742 | +1030.3% | 14.78% | +1371.0% |
| Q4 2019 | $3,400,000 | – | 63,498 | – | 1.00% | – |
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% |