VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,793,109 | -4.9% | 224,389 | -0.7% | 6.43% | -1.2% |
| Q2 2023 | $11,343,544 | +1.1% | 225,877 | +2.0% | 6.51% | -3.4% |
| Q1 2023 | $11,215,238 | +5.5% | 221,383 | +3.1% | 6.74% | -1.8% |
| Q4 2022 | $10,629,477 | -4.7% | 214,780 | -7.3% | 6.86% | -13.6% |
| Q3 2022 | $11,155,000 | -4.6% | 231,730 | -1.1% | 7.94% | -8.6% |
| Q2 2022 | $11,693,000 | +552.9% | 234,230 | +574.2% | 8.69% | +566.2% |
| Q1 2022 | $1,791,000 | +4.6% | 34,743 | +11.3% | 1.30% | +7.9% |
| Q4 2021 | $1,713,000 | +6.9% | 31,205 | +6.7% | 1.21% | +1.3% |
| Q3 2021 | $1,602,000 | – | 29,254 | – | 1.19% | – |
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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% |