VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,516,064 | -88.2% | 52,309 | -87.7% | 0.08% | -88.0% |
| Q2 2023 | $21,363,393 | +318.6% | 425,396 | +322.2% | 0.65% | +293.3% |
| Q1 2023 | $5,103,813 | +371.0% | 100,746 | +360.2% | 0.16% | +345.9% |
| Q4 2022 | $1,083,550 | -94.5% | 21,894 | -94.6% | 0.04% | -96.0% |
| Q3 2022 | $19,675,000 | +2.9% | 408,710 | +6.7% | 0.92% | +2.1% |
| Q2 2022 | $19,117,000 | +244.0% | 382,947 | +255.2% | 0.90% | +279.3% |
| Q1 2022 | $5,557,000 | +214.8% | 107,798 | +235.4% | 0.24% | +243.5% |
| Q4 2021 | $1,765,000 | -42.4% | 32,141 | -42.5% | 0.07% | -53.4% |
| Q3 2021 | $3,064,000 | +924.7% | 55,936 | +935.9% | 0.15% | +825.0% |
| Q2 2021 | $299,000 | +1.0% | 5,400 | -0.4% | 0.02% | -5.9% |
| Q1 2021 | $296,000 | -1.0% | 5,424 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $299,000 | +1.4% | 5,424 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $295,000 | -36.3% | 5,424 | -36.6% | 0.02% | -44.7% |
| Q2 2020 | $463,000 | +116.4% | 8,552 | +111.1% | 0.04% | +65.2% |
| Q1 2020 | $214,000 | – | 4,052 | – | 0.02% | – |
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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% |