VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,859,855 | -4.6% | 38,666 | -0.4% | 0.90% | -3.5% |
| Q2 2023 | $1,948,794 | -0.9% | 38,805 | -0.1% | 0.93% | -11.2% |
| Q1 2023 | $1,967,222 | -4.6% | 38,832 | -6.8% | 1.05% | -8.0% |
| Q4 2022 | $2,061,539 | +0.7% | 41,656 | -1.1% | 1.14% | +2.6% |
| Q3 2022 | $2,047,000 | -2.8% | 42,136 | -0.1% | 1.11% | -3.1% |
| Q2 2022 | $2,105,000 | -1.3% | 42,162 | +1.9% | 1.15% | +18.1% |
| Q1 2022 | $2,133,000 | -3.2% | 41,370 | +3.0% | 0.97% | +3.7% |
| Q4 2021 | $2,204,000 | +1.8% | 40,152 | +1.4% | 0.94% | -1.0% |
| Q3 2021 | $2,166,000 | +9.3% | 39,604 | +11.0% | 0.94% | +1.2% |
| Q2 2021 | $1,981,000 | – | 35,682 | – | 0.93% | – |
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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% |