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 | $202,742 | -1.8% | 4,215 | +2.6% | 0.02% | 0.0% |
| Q2 2023 | $206,404 | -33.9% | 4,110 | -34.9% | 0.02% | -42.4% |
| Q4 2022 | $312,282 | -45.3% | 6,310 | -46.8% | 0.03% | -47.6% |
| Q3 2022 | $571,000 | -38.1% | 11,865 | -35.7% | 0.06% | -35.1% |
| Q2 2022 | $922,000 | -31.1% | 18,465 | -28.9% | 0.10% | -17.8% |
| Q1 2022 | $1,338,000 | -43.4% | 25,965 | -39.7% | 0.12% | -36.9% |
| Q4 2021 | $2,364,000 | -11.6% | 43,055 | -11.8% | 0.19% | -19.0% |
| Q3 2021 | $2,674,000 | -13.0% | 48,825 | -12.2% | 0.23% | -11.8% |
| Q2 2021 | $3,075,000 | -0.5% | 55,598 | -0.8% | 0.26% | -1.9% |
| Q1 2021 | $3,089,000 | +10.4% | 56,049 | +10.5% | 0.27% | +0.4% |
| Q4 2020 | $2,799,000 | +26.0% | 50,714 | +24.3% | 0.27% | +10.4% |
| Q3 2020 | $2,222,000 | – | 40,809 | – | 0.24% | – |
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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% |