VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 310 filers reported holding VANGUARD MUN BD FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,750 | -16.9% | 11,699 | -13.3% | 0.00% | – |
| Q2 2023 | $677,541 | +70.9% | 13,491 | +72.4% | 0.00% | – |
| Q1 2023 | $396,477 | +81986.3% | 7,826 | -19.9% | 0.00% | – |
| Q4 2022 | $483 | -99.9% | 9,769 | -26.5% | 0.00% | – |
| Q3 2022 | $640,000 | +19.9% | 13,292 | +24.4% | 0.00% | – |
| Q2 2022 | $534,000 | -9.6% | 10,689 | -6.8% | 0.00% | – |
| Q1 2022 | $591,000 | -20.6% | 11,470 | -15.3% | 0.00% | – |
| Q4 2021 | $744,000 | +41.4% | 13,541 | +40.9% | 0.00% | – |
| Q3 2021 | $526,000 | -1.7% | 9,608 | -0.7% | 0.00% | – |
| Q2 2021 | $535,000 | -7.9% | 9,676 | -9.0% | 0.00% | – |
| Q1 2021 | $581,000 | -78.1% | 10,632 | -77.9% | 0.00% | -100.0% |
| Q4 2020 | $2,657,000 | +458.2% | 48,138 | +450.6% | 0.00% | – |
| Q3 2020 | $476,000 | -13.3% | 8,743 | -13.8% | 0.00% | -100.0% |
| Q2 2020 | $549,000 | +29.5% | 10,145 | +26.6% | 0.00% | 0.0% |
| Q1 2020 | $424,000 | -1.6% | 8,013 | -0.6% | 0.00% | – |
| Q4 2019 | $431,000 | -16.3% | 8,058 | -16.1% | 0.00% | -100.0% |
| Q3 2019 | $515,000 | +5.1% | 9,599 | +4.0% | 0.00% | 0.0% |
| Q2 2019 | $490,000 | -32.6% | 9,232 | -34.5% | 0.00% | – |
| Q1 2019 | $727,000 | +74.3% | 14,105 | +72.8% | 0.00% | -100.0% |
| Q4 2018 | $417,000 | – | 8,164 | – | 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% |