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 | $13,506,785 | +10.8% | 280,806 | +15.7% | 1.07% | +17.4% |
| Q2 2023 | $12,185,517 | +13.8% | 242,643 | +14.8% | 0.92% | +9.3% |
| Q1 2023 | $10,704,383 | +22.8% | 211,299 | +20.0% | 0.84% | +13.3% |
| Q4 2022 | $8,717,113 | +37.7% | 176,139 | +33.9% | 0.74% | +25.5% |
| Q3 2022 | $6,330,000 | +39.5% | 131,501 | +44.7% | 0.59% | +46.5% |
| Q2 2022 | $4,538,000 | -84.7% | 90,896 | -84.2% | 0.40% | -82.6% |
| Q1 2022 | $29,602,000 | +25.7% | 574,243 | +33.9% | 2.32% | +31.8% |
| Q4 2021 | $23,551,000 | +3323.1% | 428,902 | +3312.7% | 1.76% | +3037.5% |
| Q3 2021 | $688,000 | +21.6% | 12,568 | +22.8% | 0.06% | +19.1% |
| Q2 2021 | $566,000 | – | 10,232 | – | 0.05% | – |
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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% |