VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 177 filers reported holding VANGUARD MUN BD FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,332 | -11.4% | 568,242 | -7.5% | 0.04% | -2.6% |
| Q2 2023 | $30,849 | -15.8% | 614,285 | -15.0% | 0.04% | -20.8% |
| Q1 2023 | $36,619 | +1.3% | 722,845 | -1.0% | 0.05% | -4.0% |
| Q4 2022 | $36,145 | -98.3% | 730,355 | +1737.4% | 0.05% | +1566.7% |
| Q2 2020 | $2,152,000 | +3610.3% | 39,750 | +3356.5% | 0.00% | – |
| Q4 2018 | $58,000 | -33.3% | 1,150 | -33.3% | 0.00% | – |
| Q3 2018 | $87,000 | +85.1% | 1,725 | +83.5% | 0.00% | – |
| Q2 2018 | $47,000 | -44.7% | 940 | -44.4% | 0.00% | – |
| Q1 2018 | $85,000 | -2.3% | 1,690 | 0.0% | 0.00% | – |
| Q4 2017 | $87,000 | 0.0% | 1,690 | 0.0% | 0.00% | – |
| Q3 2017 | $87,000 | +1.2% | 1,690 | 0.0% | 0.00% | – |
| Q2 2017 | $86,000 | +13.2% | 1,690 | +11.6% | 0.00% | – |
| Q1 2017 | $76,000 | -20.0% | 1,515 | -20.3% | 0.00% | – |
| Q4 2016 | $95,000 | -4.0% | 1,900 | 0.0% | 0.00% | – |
| Q3 2016 | $99,000 | -1.0% | 1,900 | 0.0% | 0.00% | – |
| Q2 2016 | $100,000 | – | 1,900 | – | 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% |