VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $436,000 | +5.3% | 8,735 | +8.7% | 0.08% | +19.7% |
| Q1 2022 | $414,000 | -40.8% | 8,035 | -36.9% | 0.07% | -32.0% |
| Q4 2021 | $699,000 | -11.7% | 12,735 | -12.0% | 0.10% | -19.8% |
| Q3 2021 | $792,000 | -4.2% | 14,465 | -3.2% | 0.12% | -18.8% |
| Q2 2021 | $827,000 | +1.2% | 14,950 | 0.0% | 0.15% | +12.9% |
| Q1 2021 | $817,000 | -1.0% | 14,950 | 0.0% | 0.13% | -3.6% |
| Q4 2020 | $825,000 | +4.6% | 14,950 | +3.1% | 0.14% | -6.8% |
| Q3 2020 | $789,000 | +139.8% | 14,500 | +138.3% | 0.15% | +107.0% |
| Q2 2020 | $329,000 | +2.2% | 6,085 | 0.0% | 0.07% | -14.5% |
| Q1 2020 | $322,000 | -1.2% | 6,085 | 0.0% | 0.08% | +33.9% |
| Q4 2019 | $326,000 | +8.3% | 6,085 | +8.3% | 0.06% | -7.5% |
| Q3 2019 | $301,000 | -3.8% | 5,620 | -4.7% | 0.07% | -45.1% |
| Q2 2019 | $313,000 | – | 5,900 | – | 0.12% | – |
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% |