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 | $870,836 | -3.7% | 18,105 | +0.5% | 0.04% | +2.9% |
| Q2 2023 | $904,721 | -4.0% | 18,015 | -3.2% | 0.03% | -8.1% |
| Q1 2023 | $942,403 | +6.8% | 18,603 | +4.3% | 0.04% | +5.7% |
| Q4 2022 | $882,606 | +66.2% | 17,834 | +61.5% | 0.04% | +45.8% |
| Q3 2022 | $531,000 | -3.3% | 11,041 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $549,000 | -3.0% | 11,016 | +0.2% | 0.02% | +20.0% |
| Q1 2022 | $566,000 | -4.2% | 10,996 | +2.1% | 0.02% | 0.0% |
| Q4 2021 | $591,000 | +6.1% | 10,773 | +5.8% | 0.02% | 0.0% |
| Q3 2021 | $557,000 | +15.3% | 10,184 | +16.5% | 0.02% | +17.6% |
| Q2 2021 | $483,000 | +2.5% | 8,739 | +1.2% | 0.02% | -5.6% |
| Q1 2021 | $471,000 | -0.8% | 8,634 | +0.1% | 0.02% | -18.2% |
| Q4 2020 | $475,000 | +10.5% | 8,624 | +9.1% | 0.02% | +15.8% |
| Q3 2020 | $430,000 | +0.7% | 7,906 | +0.2% | 0.02% | -5.0% |
| Q2 2020 | $427,000 | +2.6% | 7,888 | +0.2% | 0.02% | -16.7% |
| Q1 2020 | $416,000 | +8.6% | 7,869 | +9.9% | 0.02% | +41.2% |
| Q4 2019 | $383,000 | +72.5% | 7,157 | +72.3% | 0.02% | +70.0% |
| Q3 2019 | $222,000 | +18.1% | 4,153 | +17.0% | 0.01% | +11.1% |
| Q2 2019 | $188,000 | +67.9% | 3,550 | +65.1% | 0.01% | +80.0% |
| Q1 2019 | $112,000 | +2.8% | 2,150 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $109,000 | +336.0% | 2,150 | +330.0% | 0.01% | +500.0% |
| Q3 2018 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | – | 500 | – | 0.00% | – |
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% |