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 | $2,799,518 | +70.5% | 58,202 | +78.0% | 0.18% | +59.5% |
| Q2 2023 | $1,641,759 | -16.5% | 32,691 | -15.7% | 0.12% | -23.2% |
| Q1 2023 | $1,965,502 | +16.8% | 38,797 | +14.1% | 0.15% | +7.9% |
| Q4 2022 | $1,683,097 | -0.8% | 34,008 | -3.4% | 0.14% | -21.3% |
| Q3 2022 | $1,696,000 | -45.3% | 35,221 | -43.3% | 0.18% | -36.7% |
| Q2 2022 | $3,099,000 | -5.0% | 62,076 | -1.9% | 0.28% | +6.0% |
| Q1 2022 | $3,263,000 | +513.3% | 63,300 | +553.8% | 0.26% | +597.4% |
| Q4 2021 | $532,000 | +20.9% | 9,682 | +20.5% | 0.04% | 0.0% |
| Q3 2021 | $440,000 | -20.4% | 8,036 | -19.6% | 0.04% | -22.4% |
| Q2 2021 | $553,000 | -5.8% | 9,995 | -6.9% | 0.05% | -21.0% |
| Q1 2021 | $587,000 | +46.8% | 10,740 | +48.2% | 0.06% | +12.7% |
| Q4 2020 | $400,000 | +17.3% | 7,247 | +15.9% | 0.06% | -33.7% |
| Q3 2020 | $341,000 | – | 6,255 | – | 0.08% | – |
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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% |