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 | $718,203 | -20.2% | 14,931 | -16.6% | 0.35% | -17.5% |
| Q2 2023 | $899,565 | -35.0% | 17,912 | -34.5% | 0.42% | -42.6% |
| Q1 2023 | $1,384,975 | -0.9% | 27,339 | -3.2% | 0.74% | -10.5% |
| Q4 2022 | $1,398,139 | +3.0% | 28,251 | +0.1% | 0.83% | -4.9% |
| Q3 2022 | $1,358,000 | -3.1% | 28,210 | +0.5% | 0.87% | +0.9% |
| Q2 2022 | $1,401,000 | -5.6% | 28,069 | -2.5% | 0.86% | +4.9% |
| Q1 2022 | $1,484,000 | +2.4% | 28,783 | +9.1% | 0.82% | +7.9% |
| Q4 2021 | $1,449,000 | +0.5% | 26,383 | +0.2% | 0.76% | -7.0% |
| Q3 2021 | $1,442,000 | -1.9% | 26,328 | -1.0% | 0.82% | -4.4% |
| Q2 2021 | $1,470,000 | +3.7% | 26,588 | +2.5% | 0.86% | -4.5% |
| Q1 2021 | $1,417,000 | +7.7% | 25,939 | +8.8% | 0.90% | +0.9% |
| Q4 2020 | $1,316,000 | – | 23,850 | – | 0.89% | – |
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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% |