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 | $959,787 | -4.2% | 19,954 | 0.0% | 0.10% | -0.9% |
| Q2 2023 | $1,002,090 | -0.9% | 19,954 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $1,010,870 | +2.4% | 19,954 | 0.0% | 0.11% | -7.0% |
| Q4 2022 | $987,523 | -21.5% | 19,954 | -23.6% | 0.12% | -28.6% |
| Q3 2022 | $1,258,000 | -3.5% | 26,130 | 0.0% | 0.16% | +3.2% |
| Q2 2022 | $1,304,000 | -3.2% | 26,130 | 0.0% | 0.16% | +4.0% |
| Q1 2022 | $1,347,000 | -6.1% | 26,130 | 0.0% | 0.15% | -8.5% |
| Q4 2021 | $1,435,000 | +0.3% | 26,130 | 0.0% | 0.16% | -8.4% |
| Q3 2021 | $1,431,000 | -1.0% | 26,130 | 0.0% | 0.18% | -6.3% |
| Q2 2021 | $1,445,000 | +1.2% | 26,130 | 0.0% | 0.19% | -7.3% |
| Q1 2021 | $1,428,000 | -1.0% | 26,130 | 0.0% | 0.21% | -7.6% |
| Q4 2020 | $1,442,000 | – | 26,130 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BAKER BOYER NATIONAL BANK | 1,111,233 | $53,439,123 | 21.73% |
| Mosaic Advisors LLC | 412,667 | $19,849,288 | 18.17% |
| Orgel Wealth Management, LLC | 9,389,307 | $451,625,667 | 15.27% |
| Strata Wealth Advisors, LLC | 626,848 | $30,151,396 | 14.52% |
| GPWM LLC | 310,436 | $14,931,972 | 12.76% |
| HT Partners LLC | 832,898 | $40,062,394 | 11.97% |
| Winthrop Advisory Group LLC | 1,355,215 | $65,185,826 | 10.70% |
| ASPIRIANT, LLC | 4,265,321 | $205,162,019 | 10.50% |
| West Financial Advisors, LLC | 869,828 | $41,838,727 | 10.50% |
| Quaker Wealth Management, LLC | 420,375 | $20,220,048 | 9.86% |