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 | $155,658,172 | +3.6% | 3,236,136 | +8.2% | 0.25% | +5.0% |
| Q2 2023 | $150,201,642 | +3.1% | 2,990,873 | +4.0% | 0.24% | -1.6% |
| Q1 2023 | $145,720,450 | +4.1% | 2,876,440 | +1.6% | 0.25% | -0.8% |
| Q4 2022 | $140,047,841 | +79.3% | 2,829,821 | +74.4% | 0.25% | +54.0% |
| Q3 2022 | $78,127,000 | +3.9% | 1,622,918 | +7.8% | 0.16% | +10.3% |
| Q2 2022 | $75,187,000 | +1.2% | 1,506,130 | +4.6% | 0.15% | +17.7% |
| Q1 2022 | $74,261,000 | -6.7% | 1,440,554 | -0.6% | 0.12% | -0.8% |
| Q4 2021 | $79,580,000 | +14.7% | 1,449,285 | +14.4% | 0.12% | -3.8% |
| Q3 2021 | $69,362,000 | +0.9% | 1,266,406 | +1.8% | 0.13% | +0.8% |
| Q2 2021 | $68,777,000 | +6.4% | 1,243,713 | +5.1% | 0.13% | -1.5% |
| Q1 2021 | $64,649,000 | +21.5% | 1,183,195 | +22.7% | 0.13% | +13.9% |
| Q4 2020 | $53,225,000 | +36.8% | 964,387 | +34.9% | 0.12% | +21.1% |
| Q3 2020 | $38,920,000 | +91.5% | 714,912 | +90.4% | 0.10% | +79.2% |
| Q2 2020 | $20,327,000 | +39.4% | 375,450 | +36.2% | 0.05% | +17.8% |
| Q1 2020 | $14,583,000 | +335.3% | 275,655 | +340.7% | 0.04% | +400.0% |
| Q4 2019 | $3,350,000 | +226.8% | 62,555 | +227.4% | 0.01% | +200.0% |
| Q3 2019 | $1,025,000 | +7.4% | 19,109 | +6.3% | 0.00% | 0.0% |
| Q2 2019 | $954,000 | +3.1% | 17,980 | +1.4% | 0.00% | 0.0% |
| Q1 2019 | $925,000 | +2.0% | 17,733 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $907,000 | -7.3% | 17,764 | -8.2% | 0.00% | 0.0% |
| Q3 2018 | $978,000 | +5.4% | 19,358 | +6.4% | 0.00% | 0.0% |
| Q2 2018 | $928,000 | +3469.2% | 18,202 | +3540.4% | 0.00% | – |
| Q4 2017 | $26,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2017 | $26,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2017 | $26,000 | +4.0% | 500 | 0.0% | 0.00% | – |
| Q1 2017 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2016 | $25,000 | -3.8% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $26,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $26,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $26,000 | +160.0% | 500 | +150.0% | 0.00% | – |
| Q4 2015 | $10,000 | – | 200 | – | 0.00% | – |
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% |