VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,118,664 | -24.3% | 147,997 | -21.0% | 0.85% | -21.6% |
| Q2 2023 | $9,409,301 | +29.9% | 187,362 | +31.1% | 1.09% | +23.4% |
| Q1 2023 | $7,242,202 | +2.1% | 142,957 | -0.3% | 0.88% | -1.0% |
| Q4 2022 | $7,095,827 | +5.2% | 143,379 | +2.3% | 0.89% | -4.9% |
| Q3 2022 | $6,747,000 | +0.5% | 140,161 | +4.2% | 0.94% | -38.2% |
| Q2 2022 | $6,712,000 | +2452.1% | 134,454 | +2540.5% | 1.52% | +4793.5% |
| Q1 2022 | $263,000 | -27.3% | 5,092 | -22.8% | 0.03% | -29.5% |
| Q4 2021 | $362,000 | +29.7% | 6,592 | +29.5% | 0.04% | +18.9% |
| Q3 2021 | $279,000 | -1.1% | 5,092 | +0.0% | 0.04% | -40.3% |
| Q2 2021 | $282,000 | +3.3% | 5,091 | +1.7% | 0.06% | -7.5% |
| Q1 2021 | $273,000 | -2.8% | 5,005 | -1.7% | 0.07% | -8.2% |
| Q4 2020 | $281,000 | +3.3% | 5,091 | +1.7% | 0.07% | -14.1% |
| Q3 2020 | $272,000 | – | 5,005 | – | 0.08% | – |
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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% |