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 | $917,896 | -5.4% | 19,083 | -1.2% | 0.05% | -7.8% |
| Q2 2023 | $970,211 | +22.1% | 19,319 | +23.1% | 0.05% | +6.2% |
| Q1 2023 | $794,774 | +720.4% | 15,688 | +701.6% | 0.05% | +700.0% |
| Q4 2022 | $96,875 | +3.1% | 1,957 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $94,000 | -61.0% | 1,955 | -59.4% | 0.01% | -50.0% |
| Q2 2022 | $241,000 | -5.1% | 4,815 | -2.5% | 0.01% | +9.1% |
| Q1 2022 | $254,000 | -75.1% | 4,940 | -73.4% | 0.01% | -71.8% |
| Q4 2021 | $1,021,000 | -5.9% | 18,606 | -6.2% | 0.04% | -7.1% |
| Q3 2021 | $1,085,000 | +159.6% | 19,839 | +162.1% | 0.04% | +162.5% |
| Q2 2021 | $418,000 | +4.0% | 7,568 | +3.4% | 0.02% | +45.5% |
| Q1 2021 | $402,000 | -0.7% | 7,318 | -1.3% | 0.01% | -31.2% |
| Q4 2020 | $405,000 | +35.9% | 7,418 | +35.2% | 0.02% | +6.7% |
| Q3 2020 | $298,000 | +0.7% | 5,486 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $296,000 | -4.2% | 5,486 | -5.3% | 0.02% | -23.8% |
| Q1 2020 | $309,000 | +90.7% | 5,791 | +90.7% | 0.02% | +133.3% |
| Q4 2019 | $162,000 | +22.7% | 3,036 | +22.7% | 0.01% | +12.5% |
| Q3 2019 | $132,000 | +83.3% | 2,475 | +82.0% | 0.01% | +100.0% |
| Q2 2019 | $72,000 | – | 1,360 | – | 0.00% | – |
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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% |