VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 197 filers reported holding VANGUARD MUN BD FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12,597,556 | +12.5% | 254,548 | +9.4% | 0.06% | 0.0% |
| Q3 2022 | $11,198,000 | -10.7% | 232,616 | -7.4% | 0.06% | -7.6% |
| Q2 2022 | $12,535,000 | -10.3% | 251,098 | -7.4% | 0.07% | +1.5% |
| Q1 2022 | $13,975,000 | -4.8% | 271,099 | +1.2% | 0.06% | -4.4% |
| Q4 2021 | $14,681,000 | +3.7% | 267,820 | +3.6% | 0.07% | -4.2% |
| Q3 2021 | $14,164,000 | +7.3% | 258,601 | +8.3% | 0.07% | +2.9% |
| Q2 2021 | $13,199,000 | +19.5% | 238,686 | +18.1% | 0.07% | +7.8% |
| Q1 2021 | $11,047,000 | +9.0% | 202,178 | +10.1% | 0.06% | -1.5% |
| Q4 2020 | $10,132,000 | +12.5% | 183,593 | +11.0% | 0.06% | -4.4% |
| Q3 2020 | $9,007,000 | +28.5% | 165,442 | +27.7% | 0.07% | +17.2% |
| Q2 2020 | $7,012,000 | +19.2% | 129,516 | +14.7% | 0.06% | 0.0% |
| Q1 2020 | $5,885,000 | +24.0% | 112,872 | +27.4% | 0.06% | +45.0% |
| Q4 2019 | $4,745,000 | +30.1% | 88,620 | +30.3% | 0.04% | +14.3% |
| Q3 2019 | $3,647,000 | +7.0% | 68,034 | +5.9% | 0.04% | 0.0% |
| Q2 2019 | $3,409,000 | +7.8% | 64,233 | +6.0% | 0.04% | 0.0% |
| Q1 2019 | $3,161,000 | +11.9% | 60,623 | +9.6% | 0.04% | -7.9% |
| Q4 2018 | $2,824,000 | -0.6% | 55,323 | -1.6% | 0.04% | +5.6% |
| Q3 2018 | $2,840,000 | +4.4% | 56,235 | +5.4% | 0.04% | -5.3% |
| Q2 2018 | $2,720,000 | – | 53,354 | – | 0.04% | – |
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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% |