VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,749,391 | -4.1% | 140,320 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $7,037,730 | -1.0% | 140,138 | -0.1% | 0.01% | -8.3% |
| Q1 2023 | $7,107,345 | +21.1% | 140,295 | +18.3% | 0.01% | +9.1% |
| Q4 2022 | $5,870,801 | +2568.5% | 118,626 | +2500.3% | 0.01% | – |
| Q3 2022 | $220,000 | -3.5% | 4,562 | 0.0% | 0.00% | – |
| Q2 2022 | $228,000 | -3.0% | 4,562 | 0.0% | 0.00% | – |
| Q1 2022 | $235,000 | -6.0% | 4,562 | 0.0% | 0.00% | – |
| Q4 2021 | $250,000 | 0.0% | 4,562 | 0.0% | 0.00% | – |
| Q3 2021 | $250,000 | -0.8% | 4,562 | 0.0% | 0.00% | – |
| Q2 2021 | $252,000 | +1.2% | 4,562 | 0.0% | 0.00% | – |
| Q1 2021 | $249,000 | -1.2% | 4,562 | 0.0% | 0.00% | – |
| Q4 2020 | $252,000 | +1.6% | 4,562 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $248,000 | +0.4% | 4,562 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $247,000 | +2.5% | 4,562 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $241,000 | -1.2% | 4,562 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $244,000 | -0.4% | 4,562 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $245,000 | +1.2% | 4,562 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $242,000 | +1.7% | 4,562 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $238,000 | – | 4,562 | – | 0.00% | – |
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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% |