VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,408,844 | -0.7% | 424,300 | +3.7% | 0.90% | +3.3% |
| Q2 2023 | $20,547,562 | +1.8% | 409,151 | +2.7% | 0.87% | -5.1% |
| Q1 2023 | $20,178,635 | +48436.7% | 398,315 | -52.6% | 0.92% | -18.1% |
| Q4 2022 | $41,574 | -86.0% | 840,052 | +13484.3% | 1.12% | +5490.0% |
| Q3 2022 | $298,000 | -44.6% | 6,184 | -42.6% | 0.02% | -50.0% |
| Q2 2022 | $538,000 | -68.5% | 10,779 | -67.5% | 0.04% | -57.4% |
| Q1 2022 | $1,710,000 | +68.1% | 33,163 | +79.0% | 0.09% | +84.3% |
| Q4 2021 | $1,017,000 | +12.4% | 18,524 | +12.1% | 0.05% | +2.0% |
| Q3 2021 | $905,000 | +10.8% | 16,526 | +11.9% | 0.05% | +11.1% |
| Q2 2021 | $817,000 | +3.5% | 14,766 | +2.2% | 0.04% | -4.3% |
| Q1 2021 | $789,000 | -7.9% | 14,448 | -6.9% | 0.05% | -11.3% |
| Q4 2020 | $857,000 | – | 15,522 | – | 0.05% | – |
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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% |