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 | $3,555,456 | -5.1% | 73,918 | -0.9% | 1.67% | -6.0% |
| Q2 2023 | $3,746,713 | +10.2% | 74,606 | +11.1% | 1.78% | +1.0% |
| Q1 2023 | $3,400,755 | +6.9% | 67,129 | +4.5% | 1.76% | +1.8% |
| Q4 2022 | $3,180,227 | +8.7% | 64,260 | +5.7% | 1.73% | -0.5% |
| Q3 2022 | $2,926,000 | -13.5% | 60,785 | -10.3% | 1.74% | -8.6% |
| Q2 2022 | $3,384,000 | +217.4% | 67,793 | +227.8% | 1.90% | +212.0% |
| Q1 2022 | $1,066,000 | +2.1% | 20,683 | +8.8% | 0.61% | -1.8% |
| Q4 2021 | $1,044,000 | – | 19,012 | – | 0.62% | – |
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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% |