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 | $3,518,875 | -14.0% | 73,157 | -10.2% | 0.22% | -9.1% |
| Q2 2023 | $4,092,201 | +2.1% | 81,485 | +3.0% | 0.24% | -10.7% |
| Q1 2023 | $4,009,252 | +144.8% | 79,140 | +139.2% | 0.27% | +126.7% |
| Q4 2022 | $1,637,688 | -40.7% | 33,091 | -42.3% | 0.12% | -41.5% |
| Q3 2022 | $2,760,000 | -23.8% | 57,336 | -21.0% | 0.20% | -21.2% |
| Q2 2022 | $3,624,000 | -0.7% | 72,597 | +2.5% | 0.26% | +25.6% |
| Q1 2022 | $3,650,000 | -8.9% | 70,810 | -2.9% | 0.21% | -8.4% |
| Q4 2021 | $4,005,000 | +28.2% | 72,935 | +27.9% | 0.23% | +9.7% |
| Q3 2021 | $3,123,000 | +3.0% | 57,029 | +4.1% | 0.21% | -2.8% |
| Q2 2021 | $3,031,000 | +8.9% | 54,808 | +7.6% | 0.21% | -3.2% |
| Q1 2021 | $2,783,000 | -2.5% | 50,927 | -1.5% | 0.22% | -15.4% |
| Q4 2020 | $2,854,000 | +2.7% | 51,710 | +1.3% | 0.26% | -13.1% |
| Q3 2020 | $2,780,000 | +17.8% | 51,058 | +17.1% | 0.30% | +0.3% |
| Q2 2020 | $2,360,000 | +30.5% | 43,590 | +27.5% | 0.30% | +3.8% |
| Q1 2020 | $1,809,000 | -2.1% | 34,188 | -0.9% | 0.29% | +12.2% |
| Q4 2019 | $1,848,000 | – | 34,507 | – | 0.26% | – |
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% |