VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,141 | -6.1% | 959,273 | -2.0% | 0.10% | -4.0% |
| Q2 2023 | $49,157 | +18.0% | 978,827 | +19.0% | 0.10% | +14.9% |
| Q1 2023 | $41,661 | -11.5% | 822,365 | -13.5% | 0.09% | -23.0% |
| Q4 2022 | $47,076 | -99.9% | 951,223 | +20.4% | 0.11% | +15.3% |
| Q3 2022 | $38,037,000 | -24.5% | 790,153 | -21.8% | 0.10% | -25.2% |
| Q2 2022 | $50,410,000 | +29.8% | 1,009,830 | +34.1% | 0.13% | +47.2% |
| Q1 2022 | $38,823,000 | -6.1% | 753,124 | +0.0% | 0.09% | -4.3% |
| Q4 2021 | $41,346,000 | +28.4% | 752,987 | +28.1% | 0.09% | +14.8% |
| Q3 2021 | $32,196,000 | +7.2% | 587,843 | +8.2% | 0.08% | +6.6% |
| Q2 2021 | $30,034,000 | +13.0% | 543,128 | +11.6% | 0.08% | +1.3% |
| Q1 2021 | $26,580,000 | +13.1% | 486,465 | +14.3% | 0.08% | +5.6% |
| Q4 2020 | $23,492,000 | +4.5% | 425,672 | +3.1% | 0.07% | -7.8% |
| Q3 2020 | $22,486,000 | +21.2% | 413,057 | +20.5% | 0.08% | +10.0% |
| Q2 2020 | $18,559,000 | +1.4% | 342,813 | -0.9% | 0.07% | -17.6% |
| Q1 2020 | $18,294,000 | +19.9% | 345,829 | +21.3% | 0.08% | +46.6% |
| Q4 2019 | $15,260,000 | +26.7% | 285,026 | +26.9% | 0.06% | +13.7% |
| Q3 2019 | $12,040,000 | +21.2% | 224,553 | +19.9% | 0.05% | +15.9% |
| Q2 2019 | $9,935,000 | +21.6% | 187,223 | +19.5% | 0.04% | +15.8% |
| Q1 2019 | $8,170,000 | +1.4% | 156,669 | -0.8% | 0.04% | -11.6% |
| Q4 2018 | $8,058,000 | -1.0% | 157,854 | -2.1% | 0.04% | +10.3% |
| Q3 2018 | $8,141,000 | -29.5% | 161,193 | -28.8% | 0.04% | -35.0% |
| Q2 2018 | $11,542,000 | +7.6% | 226,399 | +7.2% | 0.06% | +3.4% |
| Q1 2018 | $10,729,000 | +4.0% | 211,137 | +5.8% | 0.06% | +3.6% |
| Q4 2017 | $10,314,000 | – | 199,590 | – | 0.06% | – |
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% |