VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,200,738 | +107.2% | 24,976 | +116.4% | 0.01% | 0.0% |
| Q2 2023 | $579,589 | +27.9% | 11,541 | +29.0% | 0.01% | +28.6% |
| Q1 2023 | $453,154 | -48.8% | 8,945 | -50.0% | 0.01% | -12.5% |
| Q4 2022 | $885,376 | -13.4% | 17,890 | -15.8% | 0.01% | -11.1% |
| Q3 2022 | $1,021,820 | +102.7% | 21,238 | +117.2% | 0.01% | -25.0% |
| Q1 2022 | $504,000 | -16.3% | 9,779 | -10.8% | 0.01% | -20.0% |
| Q4 2021 | $602,000 | +21.1% | 10,964 | +20.9% | 0.02% | 0.0% |
| Q3 2021 | $497,000 | +714.8% | 9,071 | +711.4% | 0.02% | +114.3% |
| Q2 2020 | $61,000 | +3.4% | 1,118 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $59,000 | -90.2% | 1,118 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $599,000 | +898.3% | 1,118 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $60,000 | – | 1,118 | – | 0.01% | – |
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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% |