VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $202,000 | -6.5% | 4,186 | -3.5% | 0.00% | – |
| Q2 2022 | $216,000 | -8.5% | 4,336 | -5.1% | 0.00% | – |
| Q1 2022 | $236,000 | -10.6% | 4,570 | -5.0% | 0.00% | – |
| Q4 2021 | $264,000 | +2.3% | 4,812 | +2.0% | 0.00% | – |
| Q3 2021 | $258,000 | +18.9% | 4,719 | +15.3% | 0.00% | – |
| Q2 2019 | $217,000 | -2.3% | 4,093 | -3.7% | 0.00% | – |
| Q1 2019 | $222,000 | -6.3% | 4,252 | -8.5% | 0.00% | -100.0% |
| Q4 2018 | $237,000 | -0.4% | 4,645 | -1.4% | 0.00% | – |
| Q3 2018 | $238,000 | +8.7% | 4,709 | +12.0% | 0.00% | -100.0% |
| Q3 2016 | $219,000 | – | 4,204 | – | 0.00% | – |
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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% |