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 | $3,737,200 | +35.0% | 77,696 | +40.9% | 0.19% | +34.5% |
| Q2 2023 | $2,768,903 | +63.1% | 55,135 | +64.5% | 0.14% | +51.1% |
| Q1 2023 | $1,698,174 | +0.9% | 33,521 | -1.4% | 0.09% | -8.9% |
| Q4 2022 | $1,683,006 | +69.0% | 34,007 | +64.3% | 0.10% | +60.3% |
| Q3 2022 | $996,000 | +6.1% | 20,698 | +10.0% | 0.06% | +1.6% |
| Q2 2022 | $939,000 | – | 18,819 | – | 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% |