VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,451,080 | -5.2% | 50,958 | -1.0% | 0.74% | -1.5% |
| Q2 2023 | $2,586,129 | -6.6% | 51,496 | -5.8% | 0.75% | -8.8% |
| Q1 2023 | $2,768,366 | -1.3% | 54,646 | -3.6% | 0.82% | -14.1% |
| Q4 2022 | $2,804,202 | +4.1% | 56,662 | +1.2% | 0.96% | -5.2% |
| Q3 2022 | $2,694,000 | +24.8% | 55,972 | +29.5% | 1.01% | +93.0% |
| Q2 2022 | $2,158,000 | -33.8% | 43,237 | -31.6% | 0.52% | -25.2% |
| Q1 2022 | $3,259,000 | -7.2% | 63,220 | -1.1% | 0.70% | +3.2% |
| Q4 2021 | $3,510,000 | +21.2% | 63,923 | +20.9% | 0.68% | +13.3% |
| Q3 2021 | $2,895,000 | +7.5% | 52,863 | +8.5% | 0.60% | +8.9% |
| Q2 2021 | $2,694,000 | +0.5% | 48,719 | -0.7% | 0.55% | -6.3% |
| Q1 2021 | $2,680,000 | +6.8% | 49,043 | +7.9% | 0.59% | +10.5% |
| Q4 2020 | $2,509,000 | -7.0% | 45,463 | -8.2% | 0.53% | -36.3% |
| Q3 2020 | $2,697,000 | – | 49,547 | – | 0.84% | – |
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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% |