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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $450,624 | -1.5% | 8,973 | -0.6% | 0.24% | -6.9% |
| Q1 2023 | $457,460 | -10.1% | 9,030 | -10.9% | 0.26% | -10.7% |
| Q4 2022 | $509,079 | -28.6% | 10,139 | -30.9% | 0.29% | -33.3% |
| Q3 2022 | $713,000 | +0.6% | 14,682 | +3.4% | 0.44% | +1.4% |
| Q2 2022 | $709,000 | -24.2% | 14,201 | -21.7% | 0.43% | -13.9% |
| Q1 2022 | $935,000 | -5.7% | 18,137 | -0.3% | 0.50% | -11.4% |
| Q4 2021 | $992,000 | – | 18,195 | – | 0.56% | – |
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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% |