VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735 | -4.3% | 15,285 | 0.0% | 0.12% | -2.4% |
| Q2 2023 | $768 | -0.8% | 15,285 | 0.0% | 0.13% | -5.3% |
| Q1 2023 | $774 | +2.4% | 15,285 | 0.0% | 0.13% | -4.3% |
| Q4 2022 | $756 | -99.9% | 15,285 | -18.8% | 0.14% | -23.2% |
| Q3 2022 | $906,000 | -3.6% | 18,830 | 0.0% | 0.18% | +0.6% |
| Q2 2022 | $940,000 | -4.1% | 18,830 | -1.0% | 0.18% | +7.1% |
| Q1 2022 | $980,000 | +34.1% | 19,015 | +42.9% | 0.17% | +37.7% |
| Q4 2021 | $731,000 | +118.9% | 13,310 | +111.3% | 0.12% | +9.9% |
| Q2 2019 | $334,000 | – | 6,300 | – | 0.11% | – |
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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% |