VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,763,505 | -1.4% | 556,414 | +2.9% | 2.52% | +3.4% |
| Q2 2023 | $27,144,319 | +7.9% | 540,508 | +8.8% | 2.44% | +2.9% |
| Q1 2023 | $25,166,307 | +5.1% | 496,769 | +2.7% | 2.37% | +1.3% |
| Q4 2022 | $23,935,780 | -7.6% | 483,649 | -10.2% | 2.34% | -17.6% |
| Q3 2022 | $25,914,000 | +11.8% | 538,309 | +15.9% | 2.84% | +16.1% |
| Q2 2022 | $23,186,000 | +203.4% | 464,471 | +213.3% | 2.45% | +239.5% |
| Q1 2022 | $7,641,000 | +14882.4% | 148,228 | +15719.4% | 0.72% | +14320.0% |
| Q4 2021 | $51,000 | -48.5% | 937 | -47.9% | 0.01% | -50.0% |
| Q3 2021 | $99,000 | +330.4% | 1,799 | +324.3% | 0.01% | +233.3% |
| Q2 2021 | $23,000 | – | 424 | – | 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% |