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 | $75,846,778 | +0.8% | 1,576,856 | +5.3% | 0.37% | +25.9% |
Q2 2023 | $75,216,813 | -25.9% | 1,497,755 | -25.3% | 0.29% | +22.1% |
Q1 2023 | $101,568,073 | -1.3% | 2,004,897 | +92.4% | 0.24% | -63.6% |
Q4 2022 | $102,922,689 | +153.6% | 1,041,882 | +23.6% | 0.66% | +35.0% |
Q3 2022 | $40,586,000 | -0.3% | 843,070 | +3.4% | 0.49% | +8.4% |
Q2 2022 | $40,707,000 | +389.7% | 815,442 | +365.3% | 0.45% | +248.8% |
Q1 2022 | $8,312,000 | +108.8% | 175,258 | +157.6% | 0.13% | +111.5% |
Q4 2021 | $3,980,000 | +172.4% | 68,030 | +155.1% | 0.06% | +90.6% |
Q3 2021 | $1,461,000 | +4.7% | 26,667 | +5.6% | 0.03% | +3.2% |
Q2 2021 | $1,396,000 | +8.1% | 25,253 | +6.9% | 0.03% | 0.0% |
Q1 2021 | $1,291,000 | +1.1% | 23,624 | +2.1% | 0.03% | -24.4% |
Q4 2020 | $1,277,000 | +119.4% | 23,139 | +110.4% | 0.04% | +10.8% |
Q1 2020 | $582,000 | -1.2% | 10,996 | 0.0% | 0.04% | +23.3% |
Q4 2019 | $589,000 | -0.2% | 10,996 | 0.0% | 0.03% | -14.3% |
Q3 2019 | $590,000 | – | 10,996 | – | 0.04% | – |
Download |
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% |