VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,247,197 | +10.8% | 774,370 | +15.6% | 3.99% | +7.2% |
Q2 2023 | $33,627,412 | +14.9% | 669,602 | +15.9% | 3.72% | +9.8% |
Q1 2023 | $29,257,393 | +1.8% | 577,525 | -0.6% | 3.39% | -4.6% |
Q4 2022 | $28,753,122 | +4790.0% | 580,989 | +4652.9% | 3.55% | +3599.0% |
Q3 2022 | $588,000 | +44.8% | 12,224 | +50.2% | 0.10% | +52.4% |
Q2 2022 | $406,000 | – | 8,136 | – | 0.06% | – |
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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% |