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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,310 | +1.1% | 10,381 | +5.6% | 0.41% | +6.6% |
| Q2 2023 | $493,745 | +2.0% | 9,832 | +2.9% | 0.38% | -3.1% |
| Q1 2023 | $484,270 | +7.0% | 9,559 | +4.5% | 0.39% | +1.3% |
| Q4 2022 | $452,790 | +123.0% | 9,149 | +116.6% | 0.39% | +138.0% |
| Q3 2022 | $203,000 | +9.7% | 4,223 | +14.2% | 0.16% | +20.7% |
| Q2 2022 | $185,000 | -54.2% | 3,699 | -52.8% | 0.14% | -50.2% |
| Q1 2022 | $404,000 | -12.2% | 7,833 | -6.5% | 0.27% | -8.8% |
| Q4 2021 | $460,000 | +10.6% | 8,374 | +10.2% | 0.30% | +1.4% |
| Q3 2021 | $416,000 | +4.3% | 7,601 | +5.2% | 0.29% | +2.8% |
| Q2 2021 | $399,000 | +13.0% | 7,224 | +11.8% | 0.28% | +3.3% |
| Q1 2021 | $353,000 | +27.9% | 6,462 | +29.0% | 0.28% | +18.5% |
| Q4 2020 | $276,000 | – | 5,010 | – | 0.23% | – |
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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% |