VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,270,754 | -9.8% | 26,419 | -5.8% | 0.12% | -7.8% |
| Q2 2023 | $1,408,370 | +296.4% | 28,044 | +299.8% | 0.13% | +276.5% |
| Q1 2023 | $355,329 | -1.2% | 7,014 | -3.5% | 0.03% | -5.6% |
| Q4 2022 | $359,693 | -50.7% | 7,268 | -52.0% | 0.04% | -55.6% |
| Q3 2022 | $729,000 | +66.1% | 15,145 | +72.4% | 0.08% | +72.3% |
| Q2 2022 | $439,000 | -22.8% | 8,785 | -20.5% | 0.05% | -13.0% |
| Q1 2022 | $569,000 | -22.4% | 11,044 | -17.3% | 0.05% | -18.2% |
| Q4 2021 | $733,000 | -25.0% | 13,350 | -25.1% | 0.07% | -32.0% |
| Q3 2021 | $977,000 | +91.2% | 17,835 | +93.0% | 0.10% | +86.5% |
| Q2 2021 | $511,000 | +1.2% | 9,240 | 0.0% | 0.05% | -3.7% |
| Q1 2021 | $505,000 | -1.0% | 9,240 | 0.0% | 0.05% | -8.5% |
| Q4 2020 | $510,000 | – | 9,240 | – | 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% |