VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,253,579 | -0.8% | 46,852 | +3.6% | 0.51% | +0.8% |
| Q2 2023 | $2,271,633 | +14.8% | 45,234 | +15.8% | 0.51% | +5.6% |
| Q1 2023 | $1,978,513 | +29.0% | 39,055 | +26.0% | 0.48% | +10.3% |
| Q4 2022 | $1,534,088 | +261.8% | 30,998 | +251.7% | 0.44% | +186.3% |
| Q3 2022 | $424,000 | +21.5% | 8,815 | +28.3% | 0.15% | +34.2% |
| Q1 2022 | $349,000 | -10.5% | 6,871 | -4.8% | 0.11% | -19.1% |
| Q4 2021 | $390,000 | +4.6% | 7,218 | +6.0% | 0.14% | -2.8% |
| Q3 2021 | $373,000 | -14.3% | 6,807 | -13.4% | 0.14% | -19.0% |
| Q2 2021 | $435,000 | +0.5% | 7,858 | 0.0% | 0.18% | -6.3% |
| Q1 2021 | $433,000 | -0.2% | 7,858 | 0.0% | 0.19% | -18.0% |
| Q4 2020 | $434,000 | +1.9% | 7,858 | 0.0% | 0.23% | -15.0% |
| Q3 2020 | $426,000 | +0.2% | 7,858 | 0.0% | 0.27% | -19.2% |
| Q2 2020 | $425,000 | +2.2% | 7,858 | 0.0% | 0.34% | -25.5% |
| Q1 2020 | $416,000 | -1.2% | 7,858 | 0.0% | 0.46% | +12.6% |
| Q4 2019 | $421,000 | – | 7,858 | – | 0.40% | – |
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% |