VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $452,000 | -3.6% | 9,391 | 0.0% | 0.19% | +0.5% |
| Q2 2022 | $469,000 | -3.1% | 9,391 | 0.0% | 0.19% | +11.2% |
| Q1 2022 | $484,000 | +88.3% | 9,391 | +99.9% | 0.17% | +86.8% |
| Q3 2021 | $257,000 | 0.0% | 4,699 | 0.0% | 0.09% | -18.0% |
| Q2 2021 | $257,000 | 0.0% | 4,699 | 0.0% | 0.11% | +13.3% |
| Q1 2021 | $257,000 | -0.8% | 4,699 | 0.0% | 0.10% | -8.4% |
| Q4 2020 | $259,000 | – | 4,699 | – | 0.11% | – |
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% |