VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,768,518 | +12.0% | 54,649 | +9.4% | 0.40% | +5.5% |
| Q4 2022 | $2,472,239 | +18.1% | 49,954 | +14.9% | 0.38% | +3.8% |
| Q3 2022 | $2,093,000 | +31.6% | 43,481 | +36.5% | 0.37% | +33.0% |
| Q2 2022 | $1,591,000 | -5.2% | 31,861 | -2.1% | 0.28% | +7.0% |
| Q1 2022 | $1,678,000 | +5.1% | 32,545 | +12.0% | 0.26% | +4.5% |
| Q4 2021 | $1,596,000 | +389.6% | 29,060 | +387.7% | 0.25% | +349.1% |
| Q3 2021 | $326,000 | – | 5,959 | – | 0.06% | – |
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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% |