VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,306,672 | +138.3% | 567,706 | +148.8% | 0.34% | +81.8% |
| Q2 2023 | $11,458,019 | +5.3% | 228,155 | +6.2% | 0.19% | +0.5% |
| Q1 2023 | $10,884,280 | +17.0% | 214,851 | +14.3% | 0.19% | +3.3% |
| Q4 2022 | $9,301,092 | +67.3% | 187,938 | +62.7% | 0.18% | +45.2% |
| Q3 2022 | $5,558,000 | -0.4% | 115,487 | +3.3% | 0.12% | +5.1% |
| Q2 2022 | $5,581,000 | +45.5% | 111,777 | +50.3% | 0.12% | +122.6% |
| Q1 2022 | $3,835,000 | +511.6% | 74,394 | +551.4% | 0.05% | +231.2% |
| Q4 2021 | $627,000 | -1.7% | 11,420 | -2.0% | 0.02% | 0.0% |
| Q3 2021 | $638,000 | – | 11,649 | – | 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% |