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 2022 | $2,564,000 | -46.7% | 53,257 | -44.4% | 0.11% | -45.8% |
Q2 2022 | $4,812,000 | +51.3% | 95,757 | +54.9% | 0.20% | +66.4% |
Q1 2022 | $3,181,000 | +63.8% | 61,812 | +74.7% | 0.12% | +34.1% |
Q4 2021 | $1,942,000 | -3.6% | 35,386 | -3.8% | 0.09% | -7.1% |
Q3 2021 | $2,014,000 | +179.3% | 36,776 | +181.9% | 0.10% | +197.0% |
Q2 2021 | $721,000 | – | 13,048 | – | 0.03% | – |
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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% |