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 | $2,311,893 | -0.5% | 48,712 | +4.4% | 0.12% | +3.3% |
| Q2 2023 | $2,323,587 | -0.4% | 46,649 | +0.6% | 0.12% | -11.0% |
| Q1 2023 | $2,333,595 | +0.4% | 46,357 | +0.8% | 0.14% | -4.2% |
| Q4 2022 | $2,325,247 | +88.1% | 45,990 | +77.1% | 0.14% | +61.4% |
| Q3 2022 | $1,236,000 | +7.8% | 25,967 | +15.7% | 0.09% | +6.0% |
| Q2 2022 | $1,147,000 | +8723.1% | 22,442 | +8564.9% | 0.08% | +4050.0% |
| Q3 2018 | $13,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | – | 259 | – | 0.00% | – |
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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% |