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 | $3,997,206 | -3.7% | 83,102 | +0.6% | 0.15% | +3.4% |
| Q2 2023 | $4,149,779 | -0.5% | 82,632 | +0.3% | 0.15% | -3.2% |
| Q1 2023 | $4,172,358 | +2.4% | 82,360 | +0.0% | 0.15% | -2.5% |
| Q4 2022 | $4,075,007 | -5.7% | 82,340 | -8.3% | 0.16% | -11.7% |
| Q3 2022 | $4,323,000 | -16.5% | 89,800 | -13.4% | 0.18% | -10.5% |
| Q2 2022 | $5,177,000 | +190.7% | 103,715 | +200.2% | 0.20% | +233.3% |
| Q1 2022 | $1,781,000 | +18.7% | 34,550 | +26.4% | 0.06% | +20.0% |
| Q4 2021 | $1,500,000 | -4.6% | 27,325 | -4.9% | 0.05% | -10.7% |
| Q3 2021 | $1,573,000 | +6.4% | 28,725 | +7.5% | 0.06% | +5.7% |
| Q2 2021 | $1,478,000 | +1.9% | 26,725 | +0.7% | 0.05% | -3.6% |
| Q1 2021 | $1,450,000 | +2.0% | 26,545 | +3.1% | 0.06% | -3.5% |
| Q4 2020 | $1,421,000 | +16.4% | 25,745 | +14.8% | 0.06% | +3.6% |
| Q3 2020 | $1,221,000 | +11.8% | 22,425 | +11.2% | 0.06% | +3.8% |
| Q2 2020 | $1,092,000 | +24.2% | 20,170 | +21.4% | 0.05% | -1.9% |
| Q1 2020 | $879,000 | -0.6% | 16,620 | +0.6% | 0.05% | +17.4% |
| Q4 2019 | $884,000 | -21.9% | 16,520 | -21.8% | 0.05% | -27.0% |
| Q3 2019 | $1,132,000 | -2.3% | 21,120 | -3.3% | 0.06% | +1.6% |
| Q2 2019 | $1,159,000 | -8.1% | 21,835 | -9.7% | 0.06% | -8.8% |
| Q1 2019 | $1,261,000 | -2.9% | 24,185 | -4.9% | 0.07% | -11.7% |
| Q4 2018 | $1,298,000 | +1.0% | 25,435 | 0.0% | 0.08% | +10.0% |
| Q3 2018 | $1,285,000 | -8.1% | 25,435 | -7.3% | 0.07% | -11.4% |
| Q2 2018 | $1,399,000 | +0.4% | 27,435 | 0.0% | 0.08% | -1.2% |
| Q1 2018 | $1,394,000 | +17.2% | 27,435 | +19.3% | 0.08% | +15.9% |
| Q4 2017 | $1,189,000 | +0.1% | 23,000 | 0.0% | 0.07% | -5.5% |
| Q3 2017 | $1,188,000 | +0.7% | 23,000 | 0.0% | 0.07% | -2.7% |
| Q2 2017 | $1,180,000 | +1.3% | 23,000 | 0.0% | 0.08% | -8.5% |
| Q1 2017 | $1,165,000 | +0.8% | 23,000 | 0.0% | 0.08% | -5.7% |
| Q4 2016 | $1,156,000 | +10.7% | 23,000 | +15.0% | 0.09% | +4.8% |
| Q3 2016 | $1,044,000 | +23.8% | 20,000 | +25.0% | 0.08% | +18.6% |
| Q2 2016 | $843,000 | +38.0% | 16,000 | +34.7% | 0.07% | +29.6% |
| Q1 2016 | $611,000 | +47.9% | 11,875 | +46.6% | 0.05% | +50.0% |
| Q4 2015 | $413,000 | +35.0% | 8,100 | +32.8% | 0.04% | +28.6% |
| Q3 2015 | $306,000 | – | 6,100 | – | 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% |