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 | $4,286 | +6.9% | 89,102 | +11.6% | 0.07% | +4.8% |
| Q2 2023 | $4,008 | +9.3% | 79,816 | +10.2% | 0.06% | 0.0% |
| Q1 2023 | $3,668 | -99.9% | 72,397 | +14.6% | 0.06% | +12.5% |
| Q4 2022 | $3,127,000 | -99.9% | 63,177 | +21.1% | 0.06% | +12.0% |
| Q3 2022 | $2,512,000,000 | +62637.3% | 52,182 | -34.9% | 0.05% | -35.9% |
| Q2 2022 | $4,004,000 | +87.5% | 80,199 | +93.5% | 0.08% | +110.8% |
| Q1 2022 | $2,136,000 | -99.9% | 41,440 | -1.1% | 0.04% | -9.8% |
| Q4 2021 | $2,300,000,000 | +181574.6% | 41,890 | +81.2% | 0.04% | +64.0% |
| Q3 2021 | $1,266,000 | +25.7% | 23,115 | +26.9% | 0.02% | +19.0% |
| Q2 2021 | $1,007,000 | -11.2% | 18,212 | -12.3% | 0.02% | -25.0% |
| Q1 2021 | $1,134,000 | +20.0% | 20,761 | +21.2% | 0.03% | +7.7% |
| Q4 2020 | $945,000 | +169.2% | 17,123 | +165.8% | 0.03% | +116.7% |
| Q3 2020 | $351,000 | +13.2% | 6,441 | +12.5% | 0.01% | 0.0% |
| Q2 2020 | $310,000 | +36.6% | 5,726 | +35.0% | 0.01% | +33.3% |
| Q4 2019 | $227,000 | +0.4% | 4,240 | -2.2% | 0.01% | -25.0% |
| Q1 2019 | $226,000 | -65.2% | 4,337 | -65.9% | 0.01% | -83.1% |
| Q2 2017 | $650,000 | – | 12,701 | – | 0.07% | – |
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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% |