VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,293,011 | +3.0% | 172,412 | +7.6% | 0.42% | +7.2% |
| Q2 2023 | $8,048,841 | +10.4% | 160,272 | +11.4% | 0.39% | -13.2% |
| Q1 2023 | $7,288,341 | +21.3% | 143,868 | +18.5% | 0.45% | +4.7% |
| Q4 2022 | $6,010,819 | +3.3% | 121,455 | +0.5% | 0.43% | -10.9% |
| Q3 2022 | $5,819,000 | -8.0% | 120,880 | -4.6% | 0.48% | -8.9% |
| Q2 2022 | $6,323,000 | +76.8% | 126,666 | +82.6% | 0.53% | +107.1% |
| Q1 2022 | $3,577,000 | +6.2% | 69,383 | +13.2% | 0.25% | +0.8% |
| Q4 2021 | $3,367,000 | +38.7% | 61,318 | +38.3% | 0.25% | -24.3% |
| Q3 2021 | $2,428,000 | +54.6% | 44,323 | +56.2% | 0.33% | +18.5% |
| Q2 2021 | $1,570,000 | -7.6% | 28,384 | -8.8% | 0.28% | -14.6% |
| Q1 2021 | $1,700,000 | +264.8% | 31,121 | +268.9% | 0.33% | +161.1% |
| Q4 2020 | $466,000 | -68.7% | 8,437 | -69.1% | 0.13% | -81.1% |
| Q3 2020 | $1,487,000 | +8.0% | 27,308 | +7.4% | 0.67% | -12.2% |
| Q2 2020 | $1,377,000 | +9.5% | 25,428 | +7.0% | 0.76% | -41.1% |
| Q1 2020 | $1,258,000 | +6.1% | 23,775 | +8.1% | 1.29% | +23.3% |
| Q4 2019 | $1,186,000 | +4.6% | 21,990 | +4.0% | 1.05% | -11.9% |
| Q3 2019 | $1,134,000 | +559.3% | 21,148 | +554.1% | 1.19% | +503.0% |
| Q2 2019 | $172,000 | – | 3,233 | – | 0.20% | – |
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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% |