VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,848,694 | +160.4% | 38,434 | +171.8% | 0.02% | +162.5% |
| Q2 2023 | $710,019 | -17.1% | 14,138 | -16.4% | 0.01% | -20.0% |
| Q1 2023 | $856,438 | +2.3% | 16,906 | -0.0% | 0.01% | -9.1% |
| Q4 2022 | $837,060 | -39.0% | 16,914 | -40.7% | 0.01% | -47.6% |
| Q3 2022 | $1,373,000 | -31.7% | 28,511 | -29.2% | 0.02% | -30.0% |
| Q2 2022 | $2,011,000 | +15.1% | 40,293 | +18.9% | 0.03% | +25.0% |
| Q1 2022 | $1,747,000 | +15.2% | 33,877 | +22.7% | 0.02% | +4.3% |
| Q4 2021 | $1,517,000 | -6.3% | 27,618 | -6.5% | 0.02% | -14.8% |
| Q3 2021 | $1,619,000 | +9.2% | 29,533 | +10.2% | 0.03% | 0.0% |
| Q2 2021 | $1,483,000 | +10.3% | 26,796 | +8.9% | 0.03% | -6.9% |
| Q1 2021 | $1,344,000 | +38.3% | 24,599 | +39.7% | 0.03% | +26.1% |
| Q4 2020 | $972,000 | -32.6% | 17,613 | -33.4% | 0.02% | 0.0% |
| Q3 2020 | $1,442,000 | – | 26,463 | – | 0.02% | – |
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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% |