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 | $2,734,485 | +62.3% | 56,850 | +69.5% | 0.15% | -16.4% |
| Q2 2023 | $1,684,780 | -19.7% | 33,548 | -19.0% | 0.18% | -22.7% |
| Q1 2023 | $2,098,235 | +0.3% | 41,418 | -2.0% | 0.23% | -3.0% |
| Q4 2022 | $2,092,585 | -43.5% | 42,283 | -45.0% | 0.24% | -46.6% |
| Q3 2022 | $3,703,000 | -10.5% | 76,915 | -7.2% | 0.44% | -4.9% |
| Q2 2022 | $4,137,000 | – | 82,880 | – | 0.46% | – |
Download | ||||||
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% |