VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,150 | -1.2% | 11,500 | +3.2% | 0.03% | 0.0% |
| Q2 2023 | $559,652 | +0.5% | 11,144 | +1.4% | 0.03% | -3.7% |
| Q1 2023 | $556,601 | -1.2% | 10,987 | -3.5% | 0.03% | -6.9% |
| Q4 2022 | $563,642 | +6.1% | 11,389 | +3.3% | 0.03% | 0.0% |
| Q3 2022 | $531,000 | -31.8% | 11,024 | -29.4% | 0.03% | -29.3% |
| Q2 2022 | $779,000 | +148.1% | 15,607 | +156.3% | 0.04% | +192.9% |
| Q1 2022 | $314,000 | +13.8% | 6,089 | +21.3% | 0.01% | +16.7% |
| Q4 2021 | $276,000 | +32.7% | 5,020 | +32.3% | 0.01% | +20.0% |
| Q3 2021 | $208,000 | -1.0% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $210,000 | +1.4% | 3,795 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $207,000 | – | 3,795 | – | 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% |