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 | $6,227,287 | +50.1% | 129,465 | +56.7% | 0.26% | +48.3% |
| Q2 2023 | $4,148,249 | +6.7% | 82,602 | +7.6% | 0.17% | -3.9% |
| Q1 2023 | $3,889,160 | +3.4% | 76,770 | +1.1% | 0.18% | -5.7% |
| Q4 2022 | $3,759,466 | -4.7% | 75,964 | -7.3% | 0.19% | -13.1% |
| Q3 2022 | $3,944,000 | +41.2% | 81,924 | +46.4% | 0.22% | +44.4% |
| Q2 2022 | $2,793,000 | -20.2% | 55,953 | -16.7% | 0.15% | -25.0% |
| Q1 2022 | $3,499,000 | -3.4% | 67,174 | +1.8% | 0.20% | -8.9% |
| Q4 2021 | $3,622,000 | +15.2% | 65,992 | +15.0% | 0.22% | +3.2% |
| Q3 2021 | $3,143,000 | +14.4% | 57,386 | +15.5% | 0.22% | +6.9% |
| Q2 2021 | $2,747,000 | +478.3% | 49,687 | +471.7% | 0.20% | +341.3% |
| Q1 2021 | $475,000 | -5.0% | 8,691 | -4.0% | 0.05% | -11.5% |
| Q4 2020 | $500,000 | +11.6% | 9,055 | +9.9% | 0.05% | -5.5% |
| Q3 2020 | $448,000 | +103.6% | 8,237 | +102.1% | 0.06% | +52.8% |
| Q2 2020 | $220,000 | – | 4,075 | – | 0.04% | – |
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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% |