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 | $5,674 | -15.5% | 118,018 | -11.7% | 0.35% | -13.8% |
Q2 2023 | $6,712 | +20.9% | 133,634 | +21.9% | 0.40% | +13.8% |
Q1 2023 | $5,553 | +33.9% | 109,601 | +30.8% | 0.36% | +27.6% |
Q4 2022 | $4,147 | -99.9% | 83,776 | -4.9% | 0.28% | -8.8% |
Q3 2022 | $4,238,000 | -21.7% | 88,055 | -18.7% | 0.31% | -19.5% |
Q2 2022 | $5,410,000 | -62.1% | 108,361 | -60.9% | 0.38% | -58.6% |
Q1 2022 | $14,276,000 | -41.2% | 276,966 | -37.3% | 0.92% | -39.0% |
Q4 2021 | $24,282,000 | +1.2% | 442,031 | +0.9% | 1.50% | -5.1% |
Q3 2021 | $23,999,000 | -3.9% | 438,140 | -3.0% | 1.58% | -4.2% |
Q2 2021 | $24,967,000 | +3.5% | 451,561 | +2.3% | 1.66% | -0.5% |
Q1 2021 | $24,115,000 | +2.7% | 441,440 | +3.7% | 1.66% | -2.6% |
Q4 2020 | $23,481,000 | +26.6% | 425,542 | +24.9% | 1.71% | +13.0% |
Q3 2020 | $18,543,000 | +34.5% | 340,676 | +33.8% | 1.51% | +21.9% |
Q2 2020 | $13,782,000 | +21.3% | 254,594 | +18.5% | 1.24% | +4.1% |
Q1 2020 | $11,365,000 | +64.0% | 214,831 | +66.0% | 1.19% | +85.2% |
Q4 2019 | $6,929,000 | +34.7% | 129,422 | +34.8% | 0.64% | +26.1% |
Q3 2019 | $5,145,000 | +7.9% | 95,980 | +6.8% | 0.51% | +3.4% |
Q2 2019 | $4,770,000 | +187.2% | 89,899 | +182.2% | 0.49% | +173.9% |
Q1 2019 | $1,661,000 | -0.9% | 31,855 | -3.0% | 0.18% | -7.7% |
Q4 2018 | $1,676,000 | -62.8% | 32,825 | -63.2% | 0.20% | -60.0% |
Q3 2018 | $4,506,000 | -49.6% | 89,232 | -49.2% | 0.49% | -52.8% |
Q2 2018 | $8,948,000 | -24.5% | 175,552 | -24.7% | 1.03% | -28.1% |
Q1 2018 | $11,852,000 | -50.3% | 233,266 | -49.5% | 1.44% | -50.7% |
Q4 2017 | $23,866,000 | +144.0% | 461,894 | +143.9% | 2.92% | +119.8% |
Q3 2017 | $9,780,000 | +37.9% | 189,353 | +37.0% | 1.33% | +27.7% |
Q2 2017 | $7,092,000 | +104.2% | 138,223 | +101.5% | 1.04% | +90.8% |
Q1 2017 | $3,473,000 | – | 68,607 | – | 0.54% | – |
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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% |