VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,865 | -23.6% | 8,334 | -20.2% | 0.00% | -33.3% |
| Q2 2023 | $524,548 | -14.0% | 10,445 | -13.3% | 0.01% | -14.3% |
| Q1 2023 | $609,882 | -21.0% | 12,045 | -22.8% | 0.01% | -22.2% |
| Q4 2022 | $772,461 | -9.2% | 15,607 | -11.7% | 0.01% | -18.2% |
| Q3 2022 | $851,000 | 0.0% | 17,677 | +3.6% | 0.01% | 0.0% |
| Q2 2022 | $851,000 | +37.7% | 17,057 | +42.2% | 0.01% | +57.1% |
| Q1 2022 | $618,000 | -15.0% | 11,993 | -9.4% | 0.01% | -12.5% |
| Q4 2021 | $727,000 | +4.8% | 13,243 | +4.5% | 0.01% | 0.0% |
| Q3 2021 | $694,000 | +38.5% | 12,672 | +39.9% | 0.01% | +33.3% |
| Q2 2021 | $501,000 | -5.8% | 9,060 | -7.0% | 0.01% | -14.3% |
| Q1 2021 | $532,000 | +43.4% | 9,741 | +45.0% | 0.01% | +16.7% |
| Q4 2020 | $371,000 | +14.2% | 6,720 | +12.6% | 0.01% | 0.0% |
| Q3 2020 | $325,000 | – | 5,970 | – | 0.01% | – |
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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% |