VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 212 filers reported holding VANGUARD MUN BD FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,702,740 | -41.3% | 35,400 | -38.8% | 0.00% | – |
| Q2 2023 | $2,902,716 | +78.1% | 57,800 | +79.7% | 0.00% | – |
| Q1 2023 | $1,629,479 | +236.0% | 32,165 | +228.2% | 0.00% | – |
| Q4 2022 | $485,002 | -26.4% | 9,800 | -28.5% | 0.00% | – |
| Q3 2022 | $659,000 | -45.3% | 13,706 | -43.2% | 0.00% | – |
| Q2 2022 | $1,205,000 | +404.2% | 24,148 | +455.8% | 0.00% | – |
| Q4 2021 | $239,000 | -91.8% | 4,345 | -91.9% | 0.00% | -100.0% |
| Q1 2021 | $2,931,000 | -78.8% | 53,641 | -78.9% | 0.00% | -75.0% |
| Q3 2020 | $13,814,000 | +204.1% | 253,740 | +195.5% | 0.00% | +100.0% |
| Q1 2020 | $4,542,000 | +6.8% | 85,863 | +5.3% | 0.00% | 0.0% |
| Q1 2019 | $4,254,000 | +140.7% | 81,576 | +133.1% | 0.00% | +100.0% |
| Q3 2018 | $1,767,000 | – | 34,993 | – | 0.00% | – |
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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% |