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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,519,141 | -2.3% | 52,373 | +2.0% | 0.91% | +2.0% |
Q2 2023 | $2,577,391 | -1.5% | 51,322 | -0.7% | 0.90% | -7.7% |
Q1 2023 | $2,617,146 | +9.7% | 51,661 | +7.2% | 0.97% | +2.9% |
Q4 2022 | $2,385,517 | +0.3% | 48,202 | -2.5% | 0.94% | +3.7% |
Q3 2022 | $2,379,000 | +4.6% | 49,423 | +8.5% | 0.91% | +8.3% |
Q2 2022 | $2,274,000 | – | 45,553 | – | 0.84% | – |
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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% |