VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,243,336 | +55.3% | 46,639 | +62.2% | 0.42% | +57.1% |
| Q2 2023 | $1,444,076 | +42.9% | 28,755 | +44.1% | 0.27% | +35.7% |
| Q1 2023 | $1,010,768 | +59.2% | 19,952 | +55.6% | 0.20% | +45.2% |
| Q4 2022 | $634,709 | +95.9% | 12,825 | +90.4% | 0.14% | +73.1% |
| Q3 2022 | $324,000 | -60.3% | 6,737 | -58.8% | 0.08% | -60.8% |
| Q2 2022 | $817,000 | +11.5% | 16,366 | +15.1% | 0.20% | +21.3% |
| Q1 2022 | $733,000 | +8.3% | 14,217 | +15.4% | 0.16% | -1.8% |
| Q4 2021 | $677,000 | -1.6% | 12,325 | -1.9% | 0.17% | -10.7% |
| Q3 2021 | $688,000 | -1.0% | 12,563 | 0.0% | 0.19% | -8.3% |
| Q2 2021 | $695,000 | +1.3% | 12,563 | 0.0% | 0.20% | -2.9% |
| Q1 2021 | $686,000 | -1.0% | 12,563 | 0.0% | 0.21% | -9.9% |
| Q4 2020 | $693,000 | +27.4% | 12,563 | +25.6% | 0.23% | +9.9% |
| Q3 2020 | $544,000 | +85.7% | 10,001 | +84.8% | 0.21% | +72.4% |
| Q2 2020 | $293,000 | +17.7% | 5,413 | +14.8% | 0.12% | -4.7% |
| Q1 2020 | $249,000 | -1.2% | 4,714 | 0.0% | 0.13% | +29.0% |
| Q4 2019 | $252,000 | -0.4% | 4,714 | 0.0% | 0.10% | -6.5% |
| Q3 2019 | $253,000 | +1.2% | 4,714 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $250,000 | – | 4,714 | – | 0.11% | – |
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% |