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 | $449,014 | +6.8% | 9,335 | +11.6% | 0.08% | +9.0% |
| Q2 2023 | $420,241 | +72.5% | 8,368 | +74.0% | 0.08% | +59.2% |
| Q1 2023 | $243,573 | -75.7% | 4,808 | -76.9% | 0.05% | -78.9% |
| Q3 2022 | $1,002,000 | -7.7% | 20,820 | -4.3% | 0.23% | -2.1% |
| Q2 2022 | $1,086,000 | +58.3% | 21,750 | +63.4% | 0.24% | +83.7% |
| Q1 2022 | $686,000 | +30.7% | 13,310 | +39.2% | 0.13% | +35.8% |
| Q4 2021 | $525,000 | – | 9,560 | – | 0.10% | – |
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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% |