VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $232,000 | +1.3% | 4,190 | 0.0% | 0.07% | +17.2% |
| Q1 2021 | $229,000 | -0.9% | 4,190 | 0.0% | 0.06% | -7.9% |
| Q4 2020 | $231,000 | +1.3% | 4,190 | 0.0% | 0.06% | -21.2% |
| Q3 2020 | $228,000 | +0.4% | 4,190 | 0.0% | 0.08% | -7.0% |
| Q2 2020 | $227,000 | +2.3% | 4,190 | 0.0% | 0.09% | 0.0% |
| Q1 2020 | $222,000 | -0.9% | 4,190 | 0.0% | 0.09% | -48.8% |
| Q4 2019 | $224,000 | -0.4% | 4,190 | 0.0% | 0.17% | -3.4% |
| Q3 2019 | $225,000 | +1.4% | 4,190 | 0.0% | 0.17% | +1.8% |
| Q2 2019 | $222,000 | +1.4% | 4,190 | 0.0% | 0.17% | -11.9% |
| Q1 2019 | $219,000 | +2.3% | 4,190 | 0.0% | 0.19% | -9.3% |
| Q4 2018 | $214,000 | – | 4,190 | – | 0.21% | – |
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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% |