VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 157 filers reported holding VANGUARD MUN BD FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $732,515 | +11.0% | 15,229 | +15.9% | 0.11% | +17.4% |
Q2 2023 | $659,890 | -0.9% | 13,140 | 0.0% | 0.09% | -7.1% |
Q1 2023 | $665,672 | +14.8% | 13,140 | +12.1% | 0.10% | +15.1% |
Q4 2022 | $580,023 | -85.9% | 11,720 | -85.9% | 0.09% | -86.9% |
Q3 2022 | $4,122,000 | +34.5% | 83,362 | +35.8% | 0.66% | +45.5% |
Q2 2022 | $3,064,000 | -43.4% | 61,387 | -41.5% | 0.45% | -31.1% |
Q1 2022 | $5,413,000 | -8.8% | 104,997 | -2.9% | 0.66% | -3.0% |
Q4 2021 | $5,935,000 | +1.0% | 108,080 | +0.7% | 0.68% | -7.4% |
Q3 2021 | $5,876,000 | -1.5% | 107,280 | -0.5% | 0.73% | -0.9% |
Q2 2021 | $5,964,000 | -3.9% | 107,850 | -5.1% | 0.74% | -7.8% |
Q1 2021 | $6,208,000 | -16.2% | 113,611 | -15.4% | 0.80% | -18.9% |
Q4 2020 | $7,410,000 | +5.5% | 134,271 | +4.1% | 0.99% | -6.5% |
Q3 2020 | $7,023,000 | +9.8% | 129,001 | +9.1% | 1.06% | +4.6% |
Q2 2020 | $6,399,000 | +30.7% | 118,191 | +27.7% | 1.01% | +14.3% |
Q1 2020 | $4,895,000 | +38.1% | 92,541 | +39.8% | 0.88% | +80.0% |
Q4 2019 | $3,544,000 | +2.1% | 66,200 | +2.2% | 0.49% | -3.9% |
Q3 2019 | $3,472,000 | +8.2% | 64,755 | +7.1% | 0.51% | +9.7% |
Q2 2019 | $3,209,000 | -3.3% | 60,465 | -4.9% | 0.47% | -5.9% |
Q1 2019 | $3,317,000 | +14.2% | 63,605 | +11.8% | 0.50% | -1.2% |
Q4 2018 | $2,905,000 | +100.8% | 56,905 | +98.7% | 0.50% | +142.0% |
Q3 2018 | $1,447,000 | +43.3% | 28,645 | +44.6% | 0.21% | +36.2% |
Q2 2018 | $1,010,000 | +30.5% | 19,815 | +30.1% | 0.15% | +27.7% |
Q1 2018 | $774,000 | -1.0% | 15,230 | +0.7% | 0.12% | +0.8% |
Q4 2017 | $782,000 | +6.8% | 15,130 | +6.9% | 0.12% | -7.8% |
Q3 2017 | $732,000 | +26.9% | 14,160 | +26.0% | 0.13% | +21.9% |
Q2 2017 | $577,000 | +15.2% | 11,240 | +13.5% | 0.10% | +11.7% |
Q1 2017 | $501,000 | – | 9,900 | – | 0.09% | – |
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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% |