VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,687 | -20.4% | 14,300 | -16.9% | 0.06% | -16.4% |
| Q2 2023 | $863,784 | +8.6% | 17,200 | +9.6% | 0.07% | +2.8% |
| Q1 2023 | $795,205 | +2.3% | 15,700 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $776,993 | +90.0% | 15,700 | +84.7% | 0.07% | +73.2% |
| Q3 2022 | $409,000 | +26.2% | 8,500 | +30.8% | 0.04% | +28.1% |
| Q2 2022 | $324,000 | -3.3% | 6,500 | 0.0% | 0.03% | +18.5% |
| Q1 2022 | $335,000 | +16.3% | 6,500 | +23.8% | 0.03% | +22.7% |
| Q4 2021 | $288,000 | +31.5% | 5,250 | +31.2% | 0.02% | +57.1% |
| Q3 2021 | $219,000 | +6.8% | 4,000 | +8.1% | 0.01% | +7.7% |
| Q2 2021 | $205,000 | – | 3,700 | – | 0.01% | – |
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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% |