VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,955,118 | -12.7% | 103,017 | -8.8% | 1.99% | -10.7% |
| Q2 2023 | $5,673,253 | -12.9% | 112,968 | -12.2% | 2.23% | -8.4% |
| Q1 2023 | $6,516,396 | -7.0% | 128,630 | -9.1% | 2.44% | -14.4% |
| Q4 2022 | $7,005,408 | +182.4% | 141,552 | +174.7% | 2.85% | +188.6% |
| Q3 2022 | $2,481,000 | -57.7% | 51,530 | -56.2% | 0.99% | -56.2% |
| Q2 2022 | $5,871,000 | +13.5% | 117,617 | +17.2% | 2.25% | +23.3% |
| Q1 2022 | $5,174,000 | – | 100,378 | – | 1.83% | – |
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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% |