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 | $863,155 | +21.1% | 17,945 | +26.5% | 0.24% | +18.3% |
Q2 2023 | $712,622 | +26.6% | 14,190 | +27.7% | 0.20% | +11.0% |
Q1 2023 | $563,086 | +9.1% | 11,115 | +6.6% | 0.18% | -2.7% |
Q4 2022 | $515,933 | +29.6% | 10,425 | +26.1% | 0.19% | +17.6% |
Q3 2022 | $398,000 | +86.9% | 8,270 | +93.5% | 0.16% | +87.1% |
Q2 2022 | $213,000 | -13.8% | 4,275 | -10.8% | 0.08% | +6.2% |
Q1 2022 | $247,000 | -21.6% | 4,790 | -16.6% | 0.08% | -18.4% |
Q4 2021 | $315,000 | +28.0% | 5,745 | +28.0% | 0.10% | +12.6% |
Q3 2021 | $246,000 | +13.4% | 4,490 | +14.5% | 0.09% | +8.8% |
Q2 2021 | $217,000 | – | 3,920 | – | 0.08% | – |
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% |