VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 404 filers reported holding VANGUARD MUN BD FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $517,000 | +0.2% | 9,470 | +1.2% | 0.03% | -6.7% |
Q4 2020 | $516,000 | -3.6% | 9,357 | -4.8% | 0.03% | -21.1% |
Q3 2020 | $535,000 | +14.6% | 9,830 | +13.9% | 0.04% | +22.6% |
Q2 2020 | $467,000 | +9.9% | 8,630 | +7.4% | 0.03% | +10.7% |
Q1 2020 | $425,000 | -24.8% | 8,035 | -23.9% | 0.03% | -3.4% |
Q4 2019 | $565,000 | +22.0% | 10,561 | +22.3% | 0.03% | +26.1% |
Q3 2019 | $463,000 | +1.5% | 8,634 | +0.6% | 0.02% | -4.2% |
Q2 2019 | $456,000 | -0.9% | 8,584 | -2.7% | 0.02% | 0.0% |
Q1 2019 | $460,000 | +2.0% | 8,826 | 0.0% | 0.02% | +4.3% |
Q4 2018 | $451,000 | +1.1% | 8,826 | 0.0% | 0.02% | -4.2% |
Q3 2018 | $446,000 | -10.8% | 8,826 | -10.0% | 0.02% | -11.1% |
Q2 2018 | $500,000 | -23.7% | 9,806 | -23.9% | 0.03% | -25.0% |
Q1 2018 | $655,000 | -9.8% | 12,884 | -8.3% | 0.04% | -5.3% |
Q4 2017 | $726,000 | 0.0% | 14,053 | 0.0% | 0.04% | -2.6% |
Q3 2017 | $726,000 | -8.7% | 14,053 | -9.3% | 0.04% | -42.6% |
Q2 2017 | $795,000 | -37.9% | 15,499 | -38.7% | 0.07% | -38.2% |
Q1 2017 | $1,280,000 | +0.7% | 25,281 | 0.0% | 0.11% | +6.8% |
Q4 2016 | $1,271,000 | +12.8% | 25,281 | +17.1% | 0.10% | +32.1% |
Q3 2016 | $1,127,000 | -1.8% | 21,596 | -0.9% | 0.08% | -11.4% |
Q2 2016 | $1,148,000 | – | 21,788 | – | 0.09% | – |
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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% |