VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,201,298 | -7.1% | 24,975 | -3.0% | 0.20% | -3.8% |
| Q2 2023 | $1,292,914 | -0.9% | 25,745 | 0.0% | 0.21% | -4.6% |
| Q1 2023 | $1,304,242 | +2.4% | 25,745 | 0.0% | 0.22% | +1.9% |
| Q4 2022 | $1,274,120 | -36.8% | 25,745 | -38.5% | 0.22% | -43.4% |
| Q3 2022 | $2,016,000 | -3.6% | 41,878 | 0.0% | 0.38% | +3.0% |
| Q2 2022 | $2,091,000 | -4.3% | 41,878 | -1.2% | 0.37% | +10.5% |
| Q1 2022 | $2,185,000 | -19.2% | 42,393 | -13.9% | 0.33% | -18.7% |
| Q4 2021 | $2,703,000 | +16.3% | 49,220 | +15.9% | 0.41% | -6.4% |
| Q3 2021 | $2,325,000 | +21.8% | 42,453 | +23.0% | 0.44% | +5.8% |
| Q2 2021 | $1,909,000 | +4.5% | 34,528 | +3.3% | 0.42% | -1.9% |
| Q1 2021 | $1,827,000 | -10.0% | 33,440 | -9.1% | 0.42% | -18.0% |
| Q4 2020 | $2,030,000 | +5.4% | 36,785 | +4.0% | 0.52% | -5.8% |
| Q3 2020 | $1,926,000 | – | 35,385 | – | 0.55% | – |
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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% |