VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $712,031 | +142.4% | 14,803 | +153.1% | 0.09% | +148.6% |
Q2 2023 | $293,693 | -5.3% | 5,848 | -4.4% | 0.04% | -10.3% |
Q1 2023 | $309,980 | -30.3% | 6,119 | -33.8% | 0.04% | -39.1% |
Q3 2022 | $445,000 | -17.7% | 9,248 | -13.9% | 0.06% | -11.1% |
Q2 2022 | $541,000 | -56.3% | 10,738 | -56.5% | 0.07% | -52.6% |
Q1 2022 | $1,238,000 | -50.2% | 24,674 | -45.5% | 0.15% | -46.3% |
Q4 2021 | $2,485,000 | +3.4% | 45,263 | +3.2% | 0.28% | -12.4% |
Q3 2021 | $2,403,000 | +39.7% | 43,878 | +41.8% | 0.32% | +28.2% |
Q2 2021 | $1,720,000 | +30.2% | 30,948 | +28.0% | 0.25% | +17.8% |
Q1 2021 | $1,321,000 | +54.3% | 24,176 | +56.0% | 0.21% | +45.6% |
Q4 2020 | $856,000 | +22.5% | 15,501 | +20.8% | 0.15% | +4.3% |
Q3 2020 | $699,000 | +22.6% | 12,832 | +21.8% | 0.14% | +2.2% |
Q2 2020 | $570,000 | +15.9% | 10,533 | +13.1% | 0.14% | +20.0% |
Q1 2020 | $492,000 | +69.7% | 9,310 | +71.5% | 0.12% | +94.9% |
Q4 2019 | $290,000 | – | 5,427 | – | 0.06% | – |
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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% |