VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $552,140 | -3.2% | 11,479 | +1.0% | 0.34% | +10.2% |
Q2 2023 | $570,600 | +18.7% | 11,362 | +19.8% | 0.30% | +51.0% |
Q1 2023 | $480,611 | +60.2% | 9,487 | +56.5% | 0.20% | +37.4% |
Q4 2022 | $300,058 | -70.7% | 6,063 | -71.5% | 0.15% | -68.7% |
Q3 2022 | $1,024,000 | -21.3% | 21,275 | -18.4% | 0.47% | -20.1% |
Q2 2022 | $1,301,000 | -50.6% | 26,058 | -49.0% | 0.59% | +8.1% |
Q1 2022 | $2,632,000 | +114.5% | 51,054 | +128.6% | 0.54% | +0.6% |
Q4 2021 | $1,227,000 | +79.4% | 22,338 | +79.0% | 0.54% | +63.0% |
Q3 2021 | $684,000 | +4.9% | 12,481 | +5.8% | 0.33% | -0.9% |
Q2 2021 | $652,000 | +19.4% | 11,792 | +18.1% | 0.34% | +4.4% |
Q1 2021 | $546,000 | +1.1% | 9,985 | +2.1% | 0.32% | -11.1% |
Q4 2020 | $540,000 | +76.5% | 9,782 | +74.1% | 0.36% | +59.7% |
Q3 2020 | $306,000 | +236.3% | 5,620 | +232.7% | 0.23% | +218.3% |
Q2 2020 | $91,000 | +85.7% | 1,689 | +82.4% | 0.07% | +51.1% |
Q1 2020 | $49,000 | +113.0% | 926 | +120.0% | 0.05% | +147.4% |
Q4 2019 | $23,000 | – | 421 | – | 0.02% | – |
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% |