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 | $546,176 | -5.9% | 11,355 | -1.8% | 0.29% | +25.9% |
Q2 2023 | $580,493 | +3.1% | 11,559 | +4.0% | 0.23% | -27.5% |
Q1 2023 | $562,934 | +0.9% | 11,112 | -1.4% | 0.32% | -21.2% |
Q4 2022 | $557,653 | -0.9% | 11,268 | -3.6% | 0.41% | -17.1% |
Q3 2022 | $563,000 | -6.5% | 11,694 | -3.1% | 0.49% | -5.2% |
Q2 2022 | $602,000 | -48.8% | 12,064 | -47.1% | 0.52% | -34.8% |
Q1 2022 | $1,175,000 | -11.7% | 22,784 | -6.0% | 0.79% | -20.1% |
Q4 2021 | $1,331,000 | – | 24,245 | – | 0.99% | – |
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% |