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 | $801,731 | -11.2% | 16,668 | -7.3% | 0.13% | -18.4% |
| Q2 2023 | $903,106 | -0.3% | 17,983 | +0.6% | 0.16% | -8.4% |
| Q1 2023 | $905,396 | +2.4% | 17,872 | +0.0% | 0.18% | -16.8% |
| Q4 2022 | $884,436 | -14.2% | 17,871 | -16.6% | 0.21% | -27.9% |
| Q3 2022 | $1,031,159 | +99.3% | 21,420 | +106.7% | 0.30% | +106.2% |
| Q2 2022 | $517,421 | -70.8% | 10,365 | -69.8% | 0.14% | -75.2% |
| Q1 2022 | $1,771,516 | +27.8% | 34,365 | +36.1% | 0.58% | -28.4% |
| Q4 2021 | $1,386,368 | +4.9% | 25,248 | +4.7% | 0.81% | -5.2% |
| Q3 2021 | $1,321,326 | +56.5% | 24,125 | +58.0% | 0.85% | +22.2% |
| Q2 2021 | $844,431 | – | 15,270 | – | 0.70% | – |
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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% |