VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,404 | +9.1% | 12,524 | +14.0% | 0.17% | +15.2% |
| Q2 2023 | $552,266 | -4.1% | 10,986 | -3.4% | 0.14% | -14.2% |
| Q1 2023 | $575,852 | -11.8% | 11,367 | -13.9% | 0.17% | -19.5% |
| Q4 2022 | $653,120 | +0.6% | 13,197 | -1.1% | 0.21% | -5.0% |
| Q3 2022 | $649,000 | -5.5% | 13,338 | -3.1% | 0.22% | +0.9% |
| Q2 2022 | $687,000 | -3.2% | 13,771 | 0.0% | 0.22% | +12.9% |
| Q1 2022 | $710,000 | -9.9% | 13,771 | -4.1% | 0.19% | -10.2% |
| Q4 2021 | $788,000 | +0.3% | 14,354 | 0.0% | 0.22% | -8.1% |
| Q3 2021 | $786,000 | -1.0% | 14,354 | 0.0% | 0.24% | +8.3% |
| Q2 2021 | $794,000 | -26.6% | 14,354 | -27.5% | 0.22% | -4.0% |
| Q1 2021 | $1,082,000 | -14.4% | 19,797 | -13.6% | 0.23% | -19.9% |
| Q4 2020 | $1,264,000 | +1.4% | 22,907 | 0.0% | 0.28% | -11.9% |
| Q3 2020 | $1,247,000 | +0.6% | 22,907 | 0.0% | 0.32% | +8.5% |
| Q2 2020 | $1,240,000 | +2.3% | 22,907 | 0.0% | 0.30% | -17.4% |
| Q1 2020 | $1,212,000 | +4.7% | 22,907 | +5.9% | 0.36% | +22.3% |
| Q4 2019 | $1,158,000 | +49.0% | 21,626 | +49.3% | 0.29% | +37.1% |
| Q3 2019 | $777,000 | +1.0% | 14,486 | 0.0% | 0.21% | -4.1% |
| Q2 2019 | $769,000 | +13.1% | 14,486 | +11.1% | 0.22% | +3.3% |
| Q1 2019 | $680,000 | +17.0% | 13,036 | +14.6% | 0.22% | -6.5% |
| Q4 2018 | $581,000 | -5.2% | 11,376 | -6.3% | 0.23% | +5.0% |
| Q3 2018 | $613,000 | -1.0% | 12,144 | 0.0% | 0.22% | -6.8% |
| Q2 2018 | $619,000 | +0.3% | 12,144 | -0.0% | 0.24% | -10.6% |
| Q1 2018 | $617,000 | -18.4% | 12,145 | -17.0% | 0.26% | -16.2% |
| Q4 2017 | $756,000 | – | 14,627 | – | 0.31% | – |
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% |