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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,303,921 | +8.8% | 505,279 | +13.6% | 0.43% | +21.1% |
| Q2 2023 | $22,333,894 | -4.1% | 444,721 | -3.3% | 0.36% | -14.0% |
| Q1 2023 | $23,292,031 | +11.3% | 459,772 | +8.8% | 0.41% | +2.7% |
| Q4 2022 | $20,921,822 | +1.8% | 422,748 | -0.9% | 0.40% | -8.8% |
| Q3 2022 | $20,544,000 | +27.3% | 426,758 | +32.0% | 0.44% | +20.1% |
| Q2 2022 | $16,136,000 | +12.7% | 323,247 | +16.4% | 0.37% | +30.0% |
| Q1 2022 | $14,312,000 | -29.1% | 277,639 | -24.5% | 0.28% | -28.4% |
| Q4 2021 | $20,180,000 | +14.1% | 367,510 | +13.8% | 0.40% | -7.1% |
| Q3 2021 | $17,685,000 | +8.4% | 322,889 | +9.5% | 0.42% | +3.2% |
| Q2 2021 | $16,308,000 | +14.9% | 294,892 | +13.6% | 0.41% | +2.7% |
| Q1 2021 | $14,188,000 | +14.4% | 259,659 | +15.5% | 0.40% | -0.7% |
| Q4 2020 | $12,404,000 | +18.5% | 224,758 | +16.9% | 0.40% | -1.7% |
| Q3 2020 | $10,468,000 | +33.7% | 192,283 | +32.9% | 0.41% | +14.5% |
| Q2 2020 | $7,832,000 | -17.9% | 144,658 | -19.8% | 0.36% | -46.2% |
| Q1 2020 | $9,542,000 | -8.5% | 180,376 | -7.4% | 0.67% | +2.0% |
| Q4 2019 | $10,424,000 | +10.4% | 194,698 | +10.5% | 0.65% | -5.5% |
| Q3 2019 | $9,446,000 | +4.8% | 176,165 | +3.7% | 0.69% | -4.9% |
| Q2 2019 | $9,015,000 | +18.9% | 169,872 | +16.8% | 0.73% | +15.4% |
| Q1 2019 | $7,582,000 | +27.8% | 145,395 | +25.2% | 0.63% | +16.0% |
| Q4 2018 | $5,931,000 | +47.1% | 116,171 | +45.5% | 0.54% | +51.1% |
| Q3 2018 | $4,032,000 | – | 79,817 | – | 0.36% | – |
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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% |