VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $235,113 | -4.2% | 4,888 | 0.0% | 0.05% | 0.0% |
Q2 2023 | $245,475 | -10.6% | 4,888 | -9.8% | 0.05% | -14.5% |
Q1 2023 | $274,476 | -68.1% | 5,418 | -68.8% | 0.06% | -67.7% |
Q4 2022 | $860,532 | -63.1% | 17,388 | -61.6% | 0.19% | -61.8% |
Q1 2022 | $2,335,000 | +79.5% | 45,302 | +91.1% | 0.50% | +84.2% |
Q4 2021 | $1,301,000 | +6.1% | 23,702 | +5.9% | 0.27% | -4.9% |
Q3 2021 | $1,226,000 | -1.0% | 22,384 | 0.0% | 0.29% | -1.7% |
Q2 2021 | $1,238,000 | +1.2% | 22,384 | 0.0% | 0.29% | -1.4% |
Q1 2021 | $1,223,000 | -17.5% | 22,384 | -16.7% | 0.30% | -27.3% |
Q4 2020 | $1,483,000 | -4.6% | 26,865 | -5.9% | 0.41% | -21.1% |
Q3 2020 | $1,554,000 | +7.2% | 28,538 | +4.1% | 0.52% | -3.2% |
Q1 2020 | $1,450,000 | -9.3% | 27,406 | -8.2% | 0.53% | +60.5% |
Q4 2019 | $1,598,000 | -16.0% | 29,851 | -15.8% | 0.33% | -43.4% |
Q3 2019 | $1,902,000 | +1.1% | 35,463 | 0.0% | 0.59% | +13.5% |
Q2 2019 | $1,882,000 | – | 35,463 | – | 0.52% | – |
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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% |