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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,049,000 | -3.8% | 21,005 | -0.8% | 0.28% | +16.5% |
| Q1 2022 | $1,091,000 | -48.9% | 21,171 | -45.6% | 0.24% | -42.9% |
| Q4 2021 | $2,137,000 | +0.8% | 38,914 | +0.5% | 0.42% | -19.3% |
| Q3 2021 | $2,121,000 | -1.6% | 38,718 | -0.7% | 0.51% | -9.0% |
| Q2 2021 | $2,156,000 | +12.8% | 38,990 | +11.4% | 0.56% | +15.8% |
| Q1 2021 | $1,912,000 | +54.8% | 34,986 | +56.3% | 0.49% | -4.3% |
| Q4 2020 | $1,235,000 | +20.0% | 22,386 | +18.4% | 0.51% | +3.2% |
| Q3 2020 | $1,029,000 | +1.1% | 18,907 | +0.6% | 0.49% | -11.5% |
| Q2 2020 | $1,018,000 | – | 18,803 | – | 0.56% | – |
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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% |