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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,286,408 | +419.8% | 167,436 | +442.7% | 0.54% | +224.0% |
| Q4 2017 | $1,594,000 | -33.5% | 30,855 | -33.5% | 0.17% | -49.1% |
| Q3 2017 | $2,398,000 | +0.6% | 46,425 | 0.0% | 0.33% | -28.7% |
| Q2 2017 | $2,383,000 | -5.7% | 46,425 | -6.9% | 0.46% | -10.9% |
| Q1 2017 | $2,526,000 | +0.8% | 49,885 | 0.0% | 0.52% | -23.9% |
| Q4 2016 | $2,507,000 | – | 49,885 | – | 0.68% | – |
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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% |