VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,358,344 | -6.4% | 28,240 | -2.3% | 0.70% | -3.4% |
| Q2 2023 | $1,451,057 | -2.0% | 28,894 | -1.1% | 0.72% | -10.6% |
| Q1 2023 | $1,480,488 | +2.4% | 29,224 | 0.0% | 0.81% | -8.5% |
| Q4 2022 | $1,446,296 | -29.1% | 29,224 | -31.0% | 0.89% | -17.2% |
| Q3 2022 | $2,040,000 | -1.7% | 42,377 | +2.2% | 1.07% | +5.1% |
| Q2 2022 | $2,076,000 | -3.9% | 41,461 | -1.1% | 1.02% | +17.6% |
| Q1 2022 | $2,160,000 | +3.8% | 41,910 | +10.6% | 0.87% | +9.3% |
| Q4 2021 | $2,081,000 | +11.4% | 37,898 | +11.0% | 0.79% | -1.1% |
| Q3 2021 | $1,868,000 | +8.9% | 34,143 | +10.0% | 0.80% | +8.4% |
| Q2 2021 | $1,716,000 | -15.3% | 31,036 | -16.3% | 0.74% | -20.3% |
| Q1 2021 | $2,025,000 | +2.5% | 37,062 | +3.6% | 0.93% | -8.0% |
| Q4 2020 | $1,975,000 | +5.4% | 35,779 | +4.0% | 1.01% | -8.5% |
| Q3 2020 | $1,873,000 | +76.4% | 34,406 | +75.5% | 1.10% | +65.5% |
| Q2 2020 | $1,062,000 | +48.5% | 19,607 | +45.0% | 0.67% | -3.1% |
| Q1 2020 | $715,000 | -13.8% | 13,518 | -12.7% | 0.69% | +28.4% |
| Q4 2019 | $829,000 | +14.5% | 15,482 | +14.6% | 0.54% | +4.1% |
| Q3 2019 | $724,000 | +45.7% | 13,506 | +44.1% | 0.51% | +28.5% |
| Q2 2019 | $497,000 | -29.4% | 9,372 | -30.6% | 0.40% | -23.4% |
| Q1 2019 | $704,000 | +13.0% | 13,506 | +10.7% | 0.52% | -6.5% |
| Q4 2018 | $623,000 | – | 12,205 | – | 0.56% | – |
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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% |