VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,177,825 | -4.2% | 24,487 | 0.0% | 0.36% | -0.3% |
| Q2 2023 | $1,229,737 | -0.9% | 24,487 | 0.0% | 0.36% | -10.6% |
| Q1 2023 | $1,240,511 | -9.4% | 24,487 | -11.5% | 0.41% | -17.8% |
| Q4 2022 | $1,368,596 | +2.8% | 27,654 | 0.0% | 0.50% | -7.6% |
| Q3 2022 | $1,331,000 | -4.1% | 27,654 | -0.5% | 0.54% | -2.0% |
| Q2 2022 | $1,388,000 | -3.1% | 27,798 | 0.0% | 0.55% | +21.0% |
| Q1 2022 | $1,433,000 | -34.6% | 27,798 | -30.3% | 0.45% | -38.8% |
| Q4 2021 | $2,190,000 | +0.3% | 39,877 | 0.0% | 0.74% | -29.6% |
| Q3 2021 | $2,184,000 | -0.9% | 39,877 | +0.1% | 1.05% | +21.8% |
| Q2 2021 | $2,203,000 | +2.4% | 39,829 | +1.1% | 0.86% | -5.7% |
| Q1 2021 | $2,152,000 | +0.1% | 39,381 | +1.1% | 0.91% | -7.4% |
| Q4 2020 | $2,149,000 | +141.7% | 38,945 | +138.5% | 0.99% | +98.0% |
| Q3 2020 | $889,000 | -1.4% | 16,331 | -2.0% | 0.50% | -15.4% |
| Q2 2020 | $902,000 | +195.7% | 16,661 | +188.8% | 0.59% | +155.0% |
| Q1 2020 | $305,000 | -1.3% | 5,769 | 0.0% | 0.23% | +3.1% |
| Q4 2019 | $309,000 | +0.7% | 5,769 | +0.8% | 0.22% | -0.9% |
| Q3 2019 | $307,000 | +1.0% | 5,725 | 0.0% | 0.23% | -12.7% |
| Q2 2019 | $304,000 | +1.7% | 5,725 | 0.0% | 0.26% | -3.0% |
| Q1 2019 | $299,000 | +3.1% | 5,725 | +0.7% | 0.27% | +17.1% |
| Q4 2018 | $290,000 | – | 5,685 | – | 0.23% | – |
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% |