VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 383 filers reported holding VANGUARD MUN BD FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,868,685 | -7.1% | 38,850 | -3.0% | 0.12% | -5.5% |
| Q2 2023 | $2,011,311 | -0.9% | 40,050 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $2,028,933 | +2.4% | 40,050 | 0.0% | 0.13% | -2.9% |
| Q4 2022 | $1,982,075 | +68.1% | 40,050 | +63.5% | 0.14% | +61.9% |
| Q3 2022 | $1,179,000 | -7.7% | 24,500 | -4.3% | 0.08% | -5.6% |
| Q2 2022 | $1,277,000 | -3.3% | 25,600 | -0.1% | 0.09% | +8.5% |
| Q1 2022 | $1,320,000 | -6.1% | 25,621 | 0.0% | 0.08% | -8.9% |
| Q4 2021 | $1,406,000 | +0.3% | 25,621 | +0.1% | 0.09% | -6.2% |
| Q3 2021 | $1,402,000 | -0.9% | 25,600 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $1,415,000 | +1.2% | 25,600 | 0.0% | 0.10% | +94.0% |
| Q1 2021 | $1,398,000 | -1.0% | 25,600 | 0.0% | 0.05% | -13.8% |
| Q4 2020 | $1,412,000 | +0.7% | 25,600 | -0.6% | 0.06% | -12.1% |
| Q3 2020 | $1,402,000 | +0.6% | 25,766 | 0.0% | 0.07% | -1.5% |
| Q2 2020 | $1,394,000 | +2.3% | 25,766 | 0.0% | 0.07% | -17.3% |
| Q1 2020 | $1,363,000 | -4.8% | 25,766 | -3.7% | 0.08% | +15.7% |
| Q4 2019 | $1,432,000 | -7.1% | 26,750 | -7.0% | 0.07% | -7.9% |
| Q3 2019 | $1,541,000 | +1.0% | 28,750 | 0.0% | 0.08% | -1.3% |
| Q2 2019 | $1,525,000 | +2.5% | 28,750 | +0.7% | 0.08% | -3.8% |
| Q1 2019 | $1,488,000 | +9.8% | 28,550 | +7.5% | 0.08% | -1.2% |
| Q4 2018 | $1,355,000 | +35.5% | 26,550 | +34.1% | 0.08% | +44.6% |
| Q3 2018 | $1,000,000 | -0.9% | 19,800 | 0.0% | 0.06% | -5.1% |
| Q2 2018 | $1,009,000 | +0.3% | 19,800 | 0.0% | 0.06% | -6.3% |
| Q1 2018 | $1,006,000 | – | 19,800 | – | 0.06% | – |
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% |