VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,815,309 | -6.7% | 58,530 | -2.6% | 0.14% | -6.0% |
| Q2 2023 | $3,017,741 | +129.4% | 60,090 | +131.4% | 0.15% | +108.3% |
| Q1 2023 | $1,315,467 | +24.2% | 25,967 | +21.4% | 0.07% | +10.8% |
| Q4 2022 | $1,058,815 | -36.3% | 21,395 | -35.7% | 0.06% | -42.0% |
| Q3 2022 | $1,661,000 | 0.0% | 33,280 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $1,661,000 | -33.2% | 33,280 | -26.5% | 0.11% | -24.3% |
| Q4 2021 | $2,486,000 | -17.2% | 45,283 | -17.4% | 0.15% | +54.2% |
| Q3 2021 | $3,004,000 | +79.3% | 54,849 | +81.1% | 0.10% | +81.1% |
| Q2 2021 | $1,675,000 | +137.6% | 30,291 | +134.7% | 0.05% | +112.0% |
| Q1 2021 | $705,000 | – | 12,907 | – | 0.02% | – |
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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% |