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 2023 | $1,050,502 | -49.8% | 20,736 | -51.0% | 0.35% | -56.5% |
| Q4 2022 | $2,094,565 | +2.8% | 42,323 | 0.0% | 0.81% | -5.8% |
| Q3 2022 | $2,037,000 | +4.5% | 42,323 | +19.2% | 0.86% | +73.3% |
| Q4 2021 | $1,950,000 | +0.3% | 35,513 | 0.0% | 0.50% | -7.4% |
| Q3 2021 | $1,945,000 | -1.0% | 35,513 | 0.0% | 0.54% | +22.8% |
| Q2 2021 | $1,964,000 | +1.2% | 35,513 | 0.0% | 0.44% | -8.4% |
| Q1 2021 | $1,940,000 | -1.0% | 35,513 | 0.0% | 0.48% | -4.8% |
| Q4 2020 | $1,960,000 | +18.0% | 35,513 | +16.4% | 0.50% | +4.8% |
| Q3 2020 | $1,661,000 | -59.6% | 30,503 | -59.9% | 0.48% | -66.7% |
| Q2 2020 | $4,114,000 | -2.5% | 75,986 | -4.7% | 1.44% | -24.2% |
| Q1 2020 | $4,219,000 | +24.3% | 79,758 | +25.8% | 1.90% | +49.1% |
| Q4 2019 | $3,394,000 | +3.3% | 63,386 | +3.5% | 1.27% | -9.7% |
| Q3 2019 | $3,284,000 | – | 61,253 | – | 1.41% | – |
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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% |