VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $401 | -100.0% | 7,978 | -98.7% | 0.02% | -98.9% |
Q2 2022 | $29,942,000 | +33.6% | 599,809 | +37.9% | 1.60% | +106.6% |
Q1 2022 | $22,418,000 | -54.6% | 434,879 | -51.7% | 0.77% | -41.6% |
Q4 2021 | $49,392,000 | +503.2% | 899,500 | +507.4% | 1.32% | +224.0% |
Q2 2021 | $8,189,000 | +2389.1% | 148,080 | +2335.5% | 0.41% | +1473.1% |
Q2 2020 | $329,000 | – | 6,080 | – | 0.03% | – |
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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% |