VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334 | -4.0% | 6,938 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $348 | -25.3% | 6,938 | -24.5% | 0.02% | -26.1% |
| Q1 2023 | $466 | +18.9% | 9,190 | +15.9% | 0.02% | +4.5% |
| Q4 2022 | $392 | -99.9% | 7,926 | -19.4% | 0.02% | -18.5% |
| Q3 2022 | $474,000 | -2.9% | 9,836 | +0.7% | 0.03% | 0.0% |
| Q2 2022 | $488,000 | -3.0% | 9,767 | 0.0% | 0.03% | +17.4% |
| Q1 2022 | $503,000 | -4.0% | 9,767 | +2.3% | 0.02% | 0.0% |
| Q4 2021 | $524,000 | +1.2% | 9,550 | +1.0% | 0.02% | -8.0% |
| Q3 2021 | $518,000 | +16.7% | 9,457 | +17.7% | 0.02% | +19.0% |
| Q2 2021 | $444,000 | +1.1% | 8,034 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $439,000 | -0.9% | 8,034 | 0.0% | 0.02% | -38.5% |
| Q4 2020 | $443,000 | +2.5% | 8,034 | +1.2% | 0.04% | -4.9% |
| Q3 2020 | $432,000 | +20.7% | 7,942 | +20.2% | 0.04% | +20.6% |
| Q2 2020 | $358,000 | +48.5% | 6,610 | +45.1% | 0.03% | +17.2% |
| Q1 2020 | $241,000 | -1.2% | 4,555 | 0.0% | 0.03% | +31.8% |
| Q4 2019 | $244,000 | +0.8% | 4,555 | -5.0% | 0.02% | -18.5% |
| Q3 2018 | $242,000 | +0.4% | 4,794 | +1.4% | 0.03% | -10.0% |
| Q2 2018 | $241,000 | 0.0% | 4,728 | -0.3% | 0.03% | -3.2% |
| Q1 2018 | $241,000 | – | 4,741 | – | 0.03% | – |
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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% |