VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 451 filers reported holding VANGUARD MUN BD FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $374,543 | -32.3% | 7,787 | -29.3% | 0.02% | -32.1% |
Q2 2023 | $553,391 | -36.4% | 11,019 | -35.9% | 0.03% | -42.9% |
Q1 2023 | $870,464 | +67.7% | 17,182 | +63.9% | 0.05% | +58.1% |
Q4 2022 | $518,975 | +4.4% | 10,486 | +5.4% | 0.03% | +6.9% |
Q2 2022 | $497,000 | -60.0% | 9,952 | -58.7% | 0.03% | -50.0% |
Q1 2022 | $1,244,000 | +154.4% | 24,125 | +170.8% | 0.06% | +152.2% |
Q4 2021 | $489,000 | +13.7% | 8,909 | +13.5% | 0.02% | +4.5% |
Q3 2021 | $430,000 | +36.9% | 7,848 | +38.2% | 0.02% | +37.5% |
Q2 2021 | $314,000 | +3.0% | 5,679 | +1.7% | 0.02% | -11.1% |
Q1 2021 | $305,000 | +5.5% | 5,584 | +6.8% | 0.02% | 0.0% |
Q4 2020 | $289,000 | +2.1% | 5,229 | +0.8% | 0.02% | -10.0% |
Q3 2020 | $283,000 | -14.5% | 5,190 | -15.1% | 0.02% | -25.9% |
Q2 2020 | $331,000 | +0.6% | 6,114 | -1.6% | 0.03% | -22.9% |
Q1 2020 | $329,000 | -0.3% | 6,213 | +0.7% | 0.04% | 0.0% |
Q4 2019 | $330,000 | +0.3% | 6,172 | +0.7% | 0.04% | -7.9% |
Q3 2019 | $329,000 | +1.9% | 6,127 | +0.6% | 0.04% | 0.0% |
Q2 2019 | $323,000 | +2.2% | 6,093 | +0.6% | 0.04% | 0.0% |
Q1 2019 | $316,000 | +2.3% | 6,057 | +0.2% | 0.04% | -15.6% |
Q4 2018 | $309,000 | +4.0% | 6,046 | +2.8% | 0.04% | +21.6% |
Q3 2018 | $297,000 | – | 5,880 | – | 0.04% | – |
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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% |