VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,506,625 | +5.6% | 1,424,254 | +10.2% | 8.84% | +2.3% |
| Q2 2023 | $64,892,406 | +2.8% | 1,292,163 | +3.7% | 8.64% | -7.5% |
| Q1 2023 | $63,098,802 | -9.7% | 1,245,535 | -11.8% | 9.34% | -12.5% |
| Q4 2022 | $69,890,808 | +8.0% | 1,412,221 | +5.1% | 10.68% | -14.5% |
| Q3 2022 | $64,706,000 | +2.2% | 1,344,117 | +6.0% | 12.49% | +4.5% |
| Q2 2022 | $63,314,000 | +121.8% | 1,268,313 | +129.0% | 11.96% | +132.8% |
| Q1 2022 | $28,546,000 | +9.7% | 553,748 | +16.9% | 5.14% | +3.5% |
| Q4 2021 | $26,015,000 | +19.4% | 473,781 | +19.1% | 4.96% | +2.5% |
| Q3 2021 | $21,792,000 | +7.9% | 397,874 | +8.9% | 4.84% | -9.6% |
| Q2 2021 | $20,197,000 | +17.6% | 365,227 | +16.2% | 5.35% | -14.1% |
| Q1 2021 | $17,176,000 | +16.4% | 314,355 | +17.6% | 6.23% | +0.3% |
| Q4 2020 | $14,756,000 | +27.7% | 267,374 | +26.0% | 6.21% | -0.8% |
| Q3 2020 | $11,557,000 | +9.4% | 212,283 | +8.8% | 6.27% | -16.8% |
| Q2 2020 | $10,565,000 | +2.0% | 195,146 | -0.3% | 7.53% | +6.0% |
| Q1 2020 | $10,354,000 | -14.3% | 195,722 | -13.3% | 7.11% | -4.2% |
| Q4 2019 | $12,088,000 | – | 225,782 | – | 7.42% | – |
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% |