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 | $1,254,108 | +23.9% | 26,073 | +29.4% | 0.08% | +25.0% |
| Q2 2023 | $1,011,860 | -18.8% | 20,149 | -18.1% | 0.07% | -24.4% |
| Q1 2023 | $1,245,852 | -1.8% | 24,592 | -4.0% | 0.09% | -8.2% |
| Q4 2022 | $1,268,284 | +7.6% | 25,627 | +4.6% | 0.10% | 0.0% |
| Q3 2022 | $1,179,000 | -20.5% | 24,489 | -17.6% | 0.10% | -21.0% |
| Q2 2022 | $1,483,000 | +3.6% | 29,704 | +6.9% | 0.12% | +9.7% |
| Q1 2022 | $1,432,000 | +3.2% | 27,775 | +10.5% | 0.11% | -8.1% |
| Q4 2021 | $1,388,000 | -17.0% | 25,126 | -17.8% | 0.12% | -12.8% |
| Q3 2021 | $1,673,000 | +20.5% | 30,580 | +21.7% | 0.14% | +14.6% |
| Q2 2021 | $1,388,000 | +9.4% | 25,126 | +8.5% | 0.12% | -5.4% |
| Q1 2021 | $1,269,000 | +495.8% | 23,147 | +498.6% | 0.13% | +420.0% |
| Q4 2020 | $213,000 | – | 3,867 | – | 0.02% | – |
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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% |