VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,671,411 | -5.7% | 367,389 | -1.5% | 2.31% | -7.3% |
| Q2 2023 | $18,735,626 | -1.3% | 373,071 | -0.5% | 2.49% | -4.8% |
| Q1 2023 | $18,991,928 | +1.4% | 374,890 | -0.9% | 2.61% | +0.4% |
| Q4 2022 | $18,728,996 | -45.3% | 378,440 | -46.8% | 2.60% | -50.6% |
| Q3 2022 | $34,224,000 | -29.9% | 710,917 | -27.3% | 5.26% | -24.0% |
| Q2 2022 | $48,844,000 | – | 978,447 | – | 6.92% | – |
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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% |