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 | $641,258 | -7.6% | 13,332 | -3.6% | 0.26% | -3.0% |
Q2 2023 | $694,191 | +0.1% | 13,823 | +0.2% | 0.26% | -6.1% |
Q1 2023 | $693,808 | +0.1% | 13,791 | -1.5% | 0.28% | -7.0% |
Q4 2022 | $692,841 | +2.5% | 14,000 | -0.3% | 0.30% | -4.1% |
Q3 2022 | $676,000 | -9.6% | 14,041 | -6.2% | 0.31% | -5.4% |
Q2 2022 | $748,000 | -32.6% | 14,975 | -30.5% | 0.33% | -18.8% |
Q1 2022 | $1,110,000 | +79.0% | 21,542 | +90.8% | 0.41% | +85.1% |
Q4 2021 | $620,000 | – | 11,290 | – | 0.22% | – |
Download |
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% |