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 | $1,515,727 | +6.8% | 31,512 | +11.5% | 0.35% | +5.1% |
| Q2 2023 | $1,419,318 | -1.0% | 28,262 | -0.1% | 0.33% | -8.8% |
| Q1 2023 | $1,432,969 | -51.1% | 28,286 | -52.3% | 0.36% | -56.6% |
| Q4 2022 | $2,932,134 | -7.7% | 59,247 | -10.2% | 0.84% | -20.9% |
| Q3 2022 | $3,177,000 | -12.9% | 65,991 | -9.6% | 1.06% | -11.4% |
| Q2 2022 | $3,646,000 | +1211.5% | 73,039 | +1253.6% | 1.20% | +1396.2% |
| Q1 2022 | $278,000 | -32.2% | 5,396 | -27.7% | 0.08% | -32.2% |
| Q4 2021 | $410,000 | – | 7,465 | – | 0.12% | – |
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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% |