VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,650,328 | +39.3% | 179,840 | +45.4% | 1.02% | +41.4% |
| Q2 2023 | $6,211,360 | -6.8% | 123,683 | -6.0% | 0.72% | -13.5% |
| Q1 2023 | $6,665,184 | +6.2% | 131,567 | +3.7% | 0.83% | +2.7% |
| Q4 2022 | $6,276,965 | +325.8% | 126,833 | +314.2% | 0.81% | +284.8% |
| Q3 2022 | $1,474,000 | -41.2% | 30,623 | -39.0% | 0.21% | -38.6% |
| Q2 2022 | $2,507,000 | +43.5% | 50,226 | +48.2% | 0.34% | +47.4% |
| Q1 2022 | $1,747,000 | +59.4% | 33,883 | +69.7% | 0.23% | +70.6% |
| Q4 2021 | $1,096,000 | +156.7% | 19,970 | +156.1% | 0.14% | +130.5% |
| Q3 2021 | $427,000 | +24.1% | 7,798 | +25.5% | 0.06% | +20.4% |
| Q2 2021 | $344,000 | – | 6,216 | – | 0.05% | – |
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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% |