VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,010 | -4.2% | 416 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,892 | -0.9% | 416 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,075 | +101.8% | 416 | +97.2% | 0.00% | 0.0% |
| Q4 2022 | $10,442 | +49.2% | 211 | +40.7% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | -20.0% | 150 | -16.7% | 0.00% | -100.0% |
| Q3 2021 | $10,000 | +25.0% | 180 | +20.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $8,000 | -50.0% | 150 | -50.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | -67.4% | 300 | -66.7% | 0.00% | -75.0% |
| Q1 2018 | $46,000 | +187.5% | 900 | +200.0% | 0.00% | +300.0% |
| Q4 2017 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $15,000 | -6.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $15,000 | – | 300 | – | 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% |