VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,688,654 | +3.7% | 222,217 | +8.3% | 3.48% | +6.2% |
| Q2 2023 | $10,305,198 | +17.0% | 205,201 | +18.1% | 3.28% | +12.2% |
| Q1 2023 | $8,805,108 | +17.8% | 173,808 | +15.1% | 2.92% | +8.9% |
| Q4 2022 | $7,476,238 | +12.0% | 151,066 | +8.9% | 2.68% | +5.7% |
| Q3 2022 | $6,677,000 | -2.1% | 138,704 | +1.5% | 2.54% | +4.3% |
| Q2 2022 | $6,823,000 | +0.5% | 136,673 | +3.8% | 2.44% | +12.4% |
| Q1 2022 | $6,788,000 | +7.7% | 131,671 | +14.7% | 2.17% | +10.0% |
| Q4 2021 | $6,301,000 | +5.0% | 114,748 | +4.7% | 1.97% | -1.7% |
| Q3 2021 | $6,000,000 | +5.9% | 109,557 | +6.9% | 2.00% | +10.4% |
| Q2 2021 | $5,667,000 | +5.9% | 102,485 | +4.7% | 1.82% | -3.0% |
| Q1 2021 | $5,349,000 | +5.4% | 97,902 | +6.5% | 1.87% | -3.4% |
| Q4 2020 | $5,074,000 | +9.3% | 91,929 | +7.8% | 1.94% | +1.9% |
| Q3 2020 | $4,644,000 | +8.1% | 85,303 | +7.5% | 1.90% | -4.8% |
| Q2 2020 | $4,295,000 | +1.8% | 79,331 | -0.5% | 2.00% | -12.8% |
| Q1 2020 | $4,217,000 | +2.6% | 79,710 | +3.8% | 2.29% | +28.6% |
| Q4 2019 | $4,112,000 | +12.5% | 76,804 | +12.7% | 1.78% | +2.4% |
| Q3 2019 | $3,656,000 | +16.2% | 68,178 | +15.0% | 1.74% | +15.6% |
| Q2 2019 | $3,147,000 | +20.4% | 59,293 | +18.3% | 1.50% | +14.1% |
| Q1 2019 | $2,614,000 | +50.8% | 50,125 | +47.6% | 1.32% | +31.6% |
| Q4 2018 | $1,733,000 | – | 33,949 | – | 1.00% | – |
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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% |