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 | $14,931,972 | -2.9% | 310,436 | +1.4% | 12.76% | -1.7% |
| Q2 2023 | $15,380,226 | -0.6% | 306,257 | +0.2% | 12.98% | -2.9% |
| Q1 2023 | $15,476,427 | +490.3% | 305,496 | +476.7% | 13.36% | +470.1% |
| Q4 2022 | $2,621,584 | -85.4% | 52,972 | -85.8% | 2.34% | -86.2% |
| Q3 2022 | $17,919,000 | -2.4% | 372,230 | +1.2% | 17.01% | +2.1% |
| Q2 2022 | $18,353,000 | -2.0% | 367,667 | +1.2% | 16.66% | +7.2% |
| Q1 2022 | $18,737,000 | +6.1% | 363,480 | +13.0% | 15.54% | +5.2% |
| Q4 2021 | $17,666,000 | – | 321,731 | – | 14.77% | – |
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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% |