VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $314,866 | -45.0% | 6,362 | -42.7% | 0.12% | -28.2% |
| Q1 2022 | $572,000 | +45.5% | 11,106 | +55.1% | 0.17% | +61.9% |
| Q4 2021 | $393,000 | +1.0% | 7,160 | +0.7% | 0.10% | +23.5% |
| Q3 2021 | $389,000 | -1.0% | 7,107 | +0.0% | 0.08% | +13.3% |
| Q2 2021 | $393,000 | +15.9% | 7,105 | +14.5% | 0.08% | +13.6% |
| Q1 2021 | $339,000 | +9.4% | 6,203 | +10.5% | 0.07% | +20.0% |
| Q4 2020 | $310,000 | +1.3% | 5,612 | 0.0% | 0.06% | -12.7% |
| Q3 2020 | $306,000 | +0.7% | 5,612 | 0.0% | 0.06% | -4.5% |
| Q2 2020 | $304,000 | +27.7% | 5,612 | +24.8% | 0.07% | +11.9% |
| Q1 2020 | $238,000 | – | 4,498 | – | 0.06% | – |
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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% |