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 | $12,336,175 | -2.9% | 259,600 | +2.4% | 1.44% | +1.8% |
Q2 2023 | $12,706,412 | -3.1% | 253,621 | -1.9% | 1.41% | -11.2% |
Q1 2023 | $13,115,478 | -0.5% | 258,484 | -1.8% | 1.59% | -5.2% |
Q4 2022 | $13,179,867 | +2600.8% | 263,334 | +2521.5% | 1.68% | +2263.4% |
Q3 2022 | $488,000 | -4.1% | 10,045 | -0.8% | 0.07% | -6.6% |
Q2 2022 | $509,000 | -7.8% | 10,131 | -5.9% | 0.08% | 0.0% |
Q1 2022 | $552,000 | +4.7% | 10,767 | +11.2% | 0.08% | +5.6% |
Q4 2021 | $527,000 | +54.5% | 9,684 | +55.3% | 0.07% | +30.9% |
Q3 2021 | $341,000 | +4.0% | 6,235 | +5.1% | 0.06% | 0.0% |
Q2 2021 | $328,000 | +2.5% | 5,931 | +1.8% | 0.06% | -8.3% |
Q1 2021 | $320,000 | +6.0% | 5,825 | +6.5% | 0.06% | -13.0% |
Q4 2020 | $302,000 | +4.9% | 5,468 | +3.5% | 0.07% | -11.5% |
Q3 2020 | $288,000 | -2.7% | 5,282 | -3.5% | 0.08% | -20.4% |
Q2 2020 | $296,000 | +6.5% | 5,475 | +4.7% | 0.10% | -19.7% |
Q1 2020 | $278,000 | -3.8% | 5,231 | -2.4% | 0.12% | -2.4% |
Q4 2019 | $289,000 | +5.1% | 5,361 | +4.5% | 0.12% | -18.3% |
Q3 2019 | $275,000 | +5.4% | 5,128 | +4.1% | 0.15% | -20.3% |
Q2 2019 | $261,000 | +12.5% | 4,924 | +10.8% | 0.19% | +6.1% |
Q1 2019 | $232,000 | +6.9% | 4,446 | +4.5% | 0.18% | -11.3% |
Q4 2018 | $217,000 | – | 4,256 | – | 0.20% | – |
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% |