VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $741,880 | +3.0% | 15,424 | +7.6% | 0.44% | +5.5% |
| Q2 2023 | $720,052 | -7.3% | 14,338 | -6.5% | 0.42% | -16.7% |
| Q1 2023 | $776,968 | +8.5% | 15,337 | +5.9% | 0.50% | -1.8% |
| Q4 2022 | $716,423 | +10.2% | 14,476 | +7.2% | 0.51% | +7.5% |
| Q3 2022 | $650,000 | +2.0% | 13,501 | +5.9% | 0.48% | +7.2% |
| Q2 2022 | $637,000 | -39.1% | 12,753 | -37.2% | 0.44% | -21.2% |
| Q1 2022 | $1,046,000 | -59.9% | 20,300 | -57.2% | 0.56% | -52.3% |
| Q4 2021 | $2,606,000 | -2.8% | 47,453 | -3.1% | 1.18% | -11.6% |
| Q3 2021 | $2,680,000 | -0.9% | 48,977 | +0.2% | 1.34% | +0.6% |
| Q2 2021 | $2,704,000 | +22.5% | 48,902 | +21.0% | 1.33% | +8.9% |
| Q1 2021 | $2,208,000 | +76.1% | 40,409 | +77.9% | 1.22% | +68.0% |
| Q4 2020 | $1,254,000 | +13.9% | 22,715 | +12.4% | 0.73% | -7.1% |
| Q3 2020 | $1,101,000 | +77.3% | 20,218 | +76.3% | 0.78% | +51.9% |
| Q2 2020 | $621,000 | +62.6% | 11,466 | +58.8% | 0.52% | +14.9% |
| Q1 2020 | $382,000 | – | 7,219 | – | 0.45% | – |
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% |