VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,043,162 | -14.0% | 104,847 | -10.3% | 0.07% | -15.5% |
| Q2 2023 | $5,867,239 | -15.0% | 116,831 | -16.3% | 0.08% | -33.3% |
| Q1 2023 | $6,904,012 | 0.0% | 139,503 | 0.0% | 0.13% | +0.8% |
| Q4 2022 | $6,904,012 | +6.0% | 139,503 | +3.1% | 0.12% | -6.0% |
| Q3 2022 | $6,514,000 | -0.2% | 135,322 | +3.5% | 0.13% | +3.1% |
| Q2 2022 | $6,527,000 | +57.5% | 130,757 | +62.7% | 0.13% | +57.3% |
| Q1 2022 | $4,143,000 | +20.0% | 80,365 | +27.8% | 0.08% | +22.4% |
| Q4 2021 | $3,453,000 | -56.0% | 62,880 | -56.1% | 0.07% | -58.4% |
| Q3 2021 | $7,848,000 | +207.4% | 143,296 | +210.4% | 0.16% | +159.7% |
| Q2 2021 | $2,553,000 | +70.8% | 46,158 | +68.7% | 0.06% | -16.2% |
| Q1 2021 | $1,495,000 | +100.1% | 27,358 | +102.1% | 0.07% | +89.7% |
| Q4 2020 | $747,000 | +255.7% | 13,534 | +250.3% | 0.04% | +143.8% |
| Q3 2020 | $210,000 | – | 3,864 | – | 0.02% | – |
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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% |