VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478,347 | +2.0% | 9,944 | +6.5% | 0.02% | +5.9% |
Q2 2023 | $469,137 | -10.8% | 9,341 | -10.0% | 0.02% | 0.0% |
Q1 2023 | $526,051 | +6.6% | 10,383 | +4.2% | 0.02% | -5.6% |
Q4 2022 | $493,336 | -3.6% | 9,968 | -6.2% | 0.02% | -10.0% |
Q3 2022 | $512,000 | -16.3% | 10,630 | -13.3% | 0.02% | -4.8% |
Q2 2022 | $612,000 | -19.3% | 12,259 | -16.6% | 0.02% | -8.7% |
Q1 2022 | $758,000 | -53.4% | 14,705 | -50.3% | 0.02% | -48.9% |
Q4 2021 | $1,625,000 | +1.5% | 29,587 | +1.2% | 0.04% | -6.2% |
Q3 2021 | $1,601,000 | +8.5% | 29,222 | +9.5% | 0.05% | +9.1% |
Q2 2021 | $1,476,000 | +11.6% | 26,685 | +10.2% | 0.04% | +4.8% |
Q1 2021 | $1,323,000 | +57.5% | 24,216 | +59.2% | 0.04% | +44.8% |
Q4 2020 | $840,000 | -2.6% | 15,213 | -3.9% | 0.03% | -14.7% |
Q3 2020 | $862,000 | +15.2% | 15,825 | +14.5% | 0.03% | +3.0% |
Q2 2020 | $748,000 | +89.4% | 13,824 | +85.3% | 0.03% | +43.5% |
Q1 2020 | $395,000 | – | 7,460 | – | 0.02% | – |
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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% |