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 | $16,811,152 | -12.9% | 349,504 | -9.1% | 5.50% | -24.4% |
| Q2 2023 | $19,311,284 | -2.7% | 384,534 | -1.8% | 7.27% | -6.0% |
| Q1 2023 | $19,844,032 | -2.7% | 391,710 | -5.0% | 7.74% | -10.3% |
| Q4 2022 | $20,400,659 | -16.9% | 412,218 | -19.2% | 8.63% | -25.0% |
| Q3 2022 | $24,559,000 | -7.0% | 510,150 | -3.6% | 11.51% | -0.3% |
| Q2 2022 | $26,416,000 | -13.3% | 529,177 | -10.5% | 11.55% | -0.5% |
| Q1 2022 | $30,468,000 | -10.4% | 591,044 | -4.6% | 11.60% | -6.8% |
| Q4 2021 | $34,005,000 | +0.1% | 619,280 | -0.2% | 12.46% | -12.6% |
| Q3 2021 | $33,976,000 | -1.0% | 620,335 | +0.5% | 14.25% | -3.9% |
| Q2 2021 | $34,321,000 | +8.9% | 617,400 | +7.0% | 14.83% | +17.3% |
| Q1 2021 | $31,515,000 | +1.4% | 576,771 | +2.4% | 12.64% | -10.7% |
| Q4 2020 | $31,079,000 | +10.4% | 563,130 | +8.9% | 14.15% | -19.6% |
| Q3 2020 | $28,145,000 | +5.8% | 516,986 | +5.2% | 17.61% | +1.7% |
| Q2 2020 | $26,602,000 | +0.8% | 491,349 | -1.5% | 17.32% | -15.4% |
| Q1 2020 | $26,392,000 | +3.5% | 498,899 | +4.8% | 20.47% | +33.0% |
| Q4 2019 | $25,490,000 | +6.9% | 476,089 | +7.1% | 15.39% | -2.9% |
| Q3 2019 | $23,845,000 | +2.9% | 444,698 | +1.8% | 15.86% | +1.7% |
| Q2 2019 | $23,179,000 | +7.8% | 436,767 | +5.9% | 15.59% | +0.2% |
| Q1 2019 | $21,506,000 | +6.2% | 412,394 | +4.0% | 15.56% | -6.8% |
| Q4 2018 | $20,241,000 | -12.6% | 396,494 | -13.5% | 16.70% | -1.2% |
| Q3 2018 | $23,148,000 | -4.3% | 458,288 | -3.4% | 16.89% | -7.5% |
| Q2 2018 | $24,182,000 | +4.2% | 474,346 | +3.8% | 18.27% | +0.8% |
| Q1 2018 | $23,216,000 | +6.0% | 456,819 | +7.8% | 18.12% | +8.1% |
| Q4 2017 | $21,893,000 | – | 423,671 | – | 16.77% | – |
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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% |