VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $53,439,123 | -4.5% | 1,111,233 | -0.3% | 21.73% | +5.0% |
Q2 2023 | $55,968,407 | +4.8% | 1,114,466 | +5.7% | 20.70% | +0.6% |
Q1 2023 | $53,414,101 | +12.6% | 1,054,574 | +10.0% | 20.58% | +3.3% |
Q4 2022 | $47,455,983 | +9.9% | 958,902 | +6.9% | 19.92% | +3.9% |
Q3 2022 | $43,191,000 | +572.5% | 897,388 | +597.5% | 19.17% | +488.6% |
Q2 2022 | $6,422,000 | +64.4% | 128,664 | +69.8% | 3.26% | +73.2% |
Q1 2022 | $3,906,000 | +1.8% | 75,786 | +8.5% | 1.88% | +6.6% |
Q4 2021 | $3,836,000 | -40.3% | 69,866 | -45.7% | 1.76% | -45.9% |
Q2 2021 | $6,422,000 | – | 128,664 | – | 3.26% | – |
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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% |