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 | $20,361,933 | -6.8% | 423,325 | -2.7% | 1.02% | -2.5% |
| Q2 2023 | $21,848,563 | -0.6% | 435,057 | +0.2% | 1.04% | -4.7% |
| Q1 2023 | $21,989,176 | -77.8% | 434,054 | -78.3% | 1.09% | -82.0% |
| Q4 2022 | $98,984,306 | +2527.7% | 2,000,087 | +2456.0% | 6.07% | +2146.7% |
| Q3 2022 | $3,767,000 | -76.9% | 78,250 | -76.1% | 0.27% | -72.1% |
| Q2 2022 | $16,313,000 | -1.4% | 326,783 | +1.8% | 0.97% | +20.7% |
| Q1 2022 | $16,545,000 | -6.1% | 320,951 | 0.0% | 0.80% | -9.8% |
| Q4 2021 | $17,623,000 | +0.3% | 320,951 | 0.0% | 0.89% | -10.4% |
| Q3 2021 | $17,578,000 | – | 320,951 | – | 0.99% | – |
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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% |