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 | $924,194 | -6.0% | 19,214 | -1.9% | 0.31% | -6.4% |
| Q2 2023 | $983,459 | -11.2% | 19,583 | -10.4% | 0.33% | -16.7% |
| Q1 2023 | $1,107,682 | -13.2% | 21,865 | -15.2% | 0.40% | -24.9% |
| Q4 2022 | $1,276,148 | +17.4% | 25,786 | +14.2% | 0.53% | +10.3% |
| Q3 2022 | $1,087,000 | +2.7% | 22,584 | +6.5% | 0.48% | +10.2% |
| Q2 2022 | $1,058,000 | -2.8% | 21,199 | +0.4% | 0.43% | +21.6% |
| Q1 2022 | $1,089,000 | -19.3% | 21,124 | -14.1% | 0.36% | -6.8% |
| Q4 2021 | $1,350,000 | +6.0% | 24,594 | +5.8% | 0.38% | +3.2% |
| Q3 2021 | $1,274,000 | +14.4% | 23,254 | +15.4% | 0.37% | +16.4% |
| Q2 2021 | $1,114,000 | +4.3% | 20,153 | +3.1% | 0.32% | -5.1% |
| Q1 2021 | $1,068,000 | -17.5% | 19,544 | -16.6% | 0.34% | -19.5% |
| Q4 2020 | $1,294,000 | +3.9% | 23,448 | +2.5% | 0.42% | +9.2% |
| Q3 2020 | $1,246,000 | +7.9% | 22,884 | +7.2% | 0.38% | -18.6% |
| Q2 2020 | $1,155,000 | -20.5% | 21,338 | -22.4% | 0.47% | -35.4% |
| Q1 2020 | $1,453,000 | -7.2% | 27,487 | -6.1% | 0.72% | +19.7% |
| Q4 2019 | $1,566,000 | – | 29,281 | – | 0.60% | – |
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% |