VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,650,068 | +4.9% | 96,675 | +9.5% | 0.99% | +10.6% |
| Q2 2023 | $4,432,870 | +6.4% | 88,269 | +4.8% | 0.90% | +4.8% |
| Q1 2023 | $4,167,009 | 0.0% | 84,199 | 0.0% | 0.86% | 0.0% |
| Q4 2022 | $4,167,009 | -5.2% | 84,199 | -7.8% | 0.86% | -18.1% |
| Q3 2022 | $4,397,000 | -2.9% | 91,342 | +0.8% | 1.05% | +1.5% |
| Q2 2022 | $4,526,000 | +12.8% | 90,660 | +16.5% | 1.03% | +17.0% |
| Q1 2022 | $4,012,000 | -5.4% | 77,824 | +0.7% | 0.88% | -5.2% |
| Q4 2021 | $4,243,000 | +31.5% | 77,276 | +31.2% | 0.93% | +28.3% |
| Q3 2021 | $3,226,000 | +3.5% | 58,900 | +4.5% | 0.72% | +0.8% |
| Q2 2021 | $3,118,000 | +22.1% | 56,384 | +20.7% | 0.72% | +3.9% |
| Q1 2021 | $2,553,000 | +28.4% | 46,715 | +29.6% | 0.69% | +14.4% |
| Q4 2020 | $1,989,000 | +64.8% | 36,033 | +62.6% | 0.60% | +49.1% |
| Q3 2020 | $1,207,000 | +411.4% | 22,165 | +409.5% | 0.40% | +388.0% |
| Q2 2020 | $236,000 | – | 4,350 | – | 0.08% | – |
Download | ||||||
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% |