VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,797 | +4.0% | 94,699 | +1.6% | 5.34% | +117.9% |
| Q4 2022 | $4,611 | -99.9% | 93,178 | +9.7% | 2.45% | -0.2% |
| Q3 2022 | $4,089,000 | +40.6% | 84,938 | +45.8% | 2.45% | +44.9% |
| Q2 2022 | $2,908,000 | +26.5% | 58,253 | +30.7% | 1.69% | +44.5% |
| Q1 2022 | $2,298,000 | +607.1% | 44,581 | +654.2% | 1.17% | +601.8% |
| Q4 2021 | $325,000 | – | 5,911 | – | 0.17% | – |
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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% |