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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,906 | -9.8% | 4,120 | -9.1% | 0.03% | -15.2% |
| Q1 2023 | $229,490 | +2.2% | 4,530 | -0.2% | 0.03% | +43.5% |
| Q4 2022 | $224,586 | +4.5% | 4,538 | +1.8% | 0.02% | -50.0% |
| Q3 2022 | $215,000 | -33.4% | 4,459 | -31.0% | 0.05% | +58.6% |
| Q2 2022 | $323,000 | -4.4% | 6,466 | -1.3% | 0.03% | -52.5% |
| Q1 2022 | $338,000 | -4.8% | 6,551 | +1.3% | 0.06% | -1.6% |
| Q4 2021 | $355,000 | +0.3% | 6,470 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $354,000 | +1.7% | 6,470 | +2.8% | 0.06% | -1.6% |
| Q2 2021 | $348,000 | -52.1% | 6,295 | -52.3% | 0.06% | -4.5% |
| Q1 2021 | $726,000 | +90.1% | 13,210 | +91.0% | 0.07% | -2.9% |
| Q4 2020 | $382,000 | +11.4% | 6,915 | +9.8% | 0.07% | -18.8% |
| Q3 2020 | $343,000 | +20.4% | 6,295 | +19.4% | 0.08% | +25.0% |
| Q2 2020 | $285,000 | +26.1% | 5,270 | +23.4% | 0.07% | -1.4% |
| Q1 2020 | $226,000 | – | 4,270 | – | 0.07% | – |
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% |