VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $361,000 | +15.3% | 7,504 | +19.6% | 0.03% | +14.3% |
| Q2 2022 | $313,000 | -4.3% | 6,275 | -0.9% | 0.03% | +12.0% |
| Q1 2022 | $327,000 | -41.8% | 6,335 | -38.1% | 0.02% | -37.5% |
| Q4 2021 | $562,000 | +0.7% | 10,235 | +0.5% | 0.04% | -9.1% |
| Q3 2021 | $558,000 | +49.6% | 10,180 | +51.0% | 0.04% | +51.7% |
| Q2 2021 | $373,000 | +45.7% | 6,740 | +43.9% | 0.03% | +38.1% |
| Q1 2021 | $256,000 | +19.6% | 4,685 | +20.6% | 0.02% | +16.7% |
| Q4 2020 | $214,000 | – | 3,885 | – | 0.02% | – |
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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% |