VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,931,701 | -0.7% | 81,740 | +3.7% | 0.40% | +3.6% |
Q2 2023 | $3,959,590 | +0.2% | 78,845 | +1.1% | 0.38% | -1.3% |
Q1 2023 | $3,952,511 | +14.1% | 78,020 | +11.5% | 0.39% | +11.5% |
Q4 2022 | $3,463,551 | -12.5% | 69,985 | -14.9% | 0.35% | -16.7% |
Q3 2022 | $3,959,000 | +7.2% | 82,235 | +11.1% | 0.42% | +12.0% |
Q2 2022 | $3,694,000 | -19.3% | 74,001 | -16.7% | 0.37% | -9.4% |
Q1 2022 | $4,577,000 | -4.9% | 88,794 | +1.3% | 0.41% | -0.7% |
Q4 2021 | $4,814,000 | +4.5% | 87,667 | +4.2% | 0.42% | -6.5% |
Q3 2021 | $4,608,000 | +5.1% | 84,143 | +6.2% | 0.44% | +6.7% |
Q2 2021 | $4,383,000 | +5.2% | 79,252 | +3.9% | 0.42% | -0.5% |
Q1 2021 | $4,166,000 | +5.5% | 76,244 | +6.5% | 0.42% | +1.0% |
Q4 2020 | $3,949,000 | – | 71,559 | – | 0.42% | – |
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% |