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 | $1,186,007 | +0.6% | 24,657 | +5.0% | 0.27% | +6.8% |
| Q2 2023 | $1,179,411 | +6.4% | 23,485 | +7.3% | 0.25% | +1.6% |
| Q1 2023 | $1,108,497 | +2.4% | 21,881 | +0.1% | 0.25% | -2.4% |
| Q4 2022 | $1,082,236 | -5.2% | 21,868 | -7.7% | 0.25% | -11.0% |
| Q3 2022 | $1,141,000 | -3.7% | 23,692 | -0.2% | 0.28% | +7.2% |
| Q2 2022 | $1,185,000 | -13.9% | 23,737 | -11.2% | 0.26% | +4.3% |
| Q1 2022 | $1,377,000 | +14.8% | 26,722 | +22.3% | 0.25% | +26.5% |
| Q4 2021 | $1,200,000 | +8.1% | 21,856 | +7.9% | 0.20% | +2.0% |
| Q3 2021 | $1,110,000 | – | 20,261 | – | 0.20% | – |
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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% |