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 | $14,099,601 | -5.5% | 293,131 | -1.3% | 0.51% | -1.4% |
| Q2 2023 | $14,914,386 | +4.2% | 296,981 | +5.1% | 0.52% | +1.2% |
| Q1 2023 | $14,315,756 | +2.9% | 282,585 | +0.6% | 0.51% | -0.4% |
| Q4 2022 | $13,906,343 | +508.1% | 280,993 | +491.3% | 0.51% | +457.6% |
| Q3 2022 | $2,287,000 | -52.3% | 47,524 | -50.5% | 0.09% | -45.9% |
| Q2 2022 | $4,793,000 | -6.2% | 96,019 | -3.1% | 0.17% | -39.3% |
| Q1 2022 | $5,109,000 | -2.2% | 99,115 | +4.2% | 0.28% | +77.2% |
| Q4 2021 | $5,222,000 | +7.1% | 95,103 | +6.8% | 0.16% | -0.6% |
| Q3 2021 | $4,877,000 | +4293.7% | 89,038 | +4340.8% | 0.16% | +2550.0% |
| Q2 2021 | $111,000 | +27.6% | 2,005 | +25.3% | 0.01% | +20.0% |
| Q1 2021 | $87,000 | +141.7% | 1,600 | +127.6% | 0.01% | +66.7% |
| Q2 2018 | $36,000 | – | 703 | – | 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% |