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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,379,709 | +15.5% | 166,860 | +16.6% | 7.02% | +9.0% |
| Q1 2023 | $7,252,182 | +2.4% | 143,154 | 0.0% | 6.44% | -6.5% |
| Q4 2022 | $7,084,691 | +715.3% | 143,154 | +693.4% | 6.89% | +619.7% |
| Q3 2022 | $869,000 | +70.4% | 18,042 | +76.8% | 0.96% | +80.2% |
| Q2 2022 | $510,000 | -4.9% | 10,207 | -1.8% | 0.53% | +9.9% |
| Q1 2022 | $536,000 | -90.9% | 10,398 | -90.3% | 0.48% | -90.9% |
| Q4 2021 | $5,902,000 | +2.9% | 107,480 | +2.6% | 5.29% | -2.0% |
| Q3 2021 | $5,736,000 | -0.9% | 104,728 | 0.0% | 5.40% | +0.2% |
| Q2 2021 | $5,791,000 | – | 104,728 | – | 5.38% | – |
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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% |