VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,221 | +7.4% | 150,123 | +12.2% | 0.03% | +17.4% |
| Q2 2023 | $6,722 | -2.0% | 133,846 | -1.1% | 0.02% | -17.9% |
| Q1 2023 | $6,858 | -26.0% | 135,380 | -27.7% | 0.03% | -22.2% |
| Q4 2022 | $9,262 | -99.9% | 187,148 | +1.9% | 0.04% | -5.3% |
| Q3 2022 | $8,837,000 | -0.4% | 183,571 | +2.7% | 0.04% | -5.0% |
| Q2 2022 | $8,876,000 | +696.1% | 178,815 | +726.5% | 0.04% | +700.0% |
| Q1 2022 | $1,115,000 | -24.4% | 21,634 | -19.5% | 0.01% | -16.7% |
| Q4 2021 | $1,475,000 | +3.3% | 26,861 | +3.0% | 0.01% | 0.0% |
| Q3 2021 | $1,428,000 | +4.4% | 26,079 | +5.4% | 0.01% | 0.0% |
| Q2 2021 | $1,368,000 | +77.4% | 24,734 | +75.4% | 0.01% | +50.0% |
| Q1 2021 | $771,000 | -1.9% | 14,105 | -0.9% | 0.00% | 0.0% |
| Q4 2020 | $786,000 | +87.6% | 14,235 | +85.0% | 0.00% | +100.0% |
| Q3 2020 | $419,000 | +28.1% | 7,693 | +27.3% | 0.00% | 0.0% |
| Q2 2020 | $327,000 | +2.2% | 6,042 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $320,000 | -18.6% | 6,042 | -17.8% | 0.00% | 0.0% |
| Q4 2019 | $393,000 | +18.7% | 7,349 | +15.9% | 0.00% | 0.0% |
| Q1 2019 | $331,000 | -90.3% | 6,340 | -90.5% | 0.00% | -90.9% |
| Q4 2018 | $3,419,000 | – | 66,972 | – | 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% |