VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,510,170 | -10.6% | 93,767 | -6.6% | 2.67% | -8.5% |
| Q2 2023 | $5,043,211 | -15.5% | 100,422 | -14.8% | 2.91% | -14.7% |
| Q1 2023 | $5,970,854 | +1.3% | 117,861 | -1.0% | 3.42% | -13.7% |
| Q4 2022 | $5,894,091 | -2.8% | 119,097 | -5.4% | 3.96% | -9.4% |
| Q3 2022 | $6,061,000 | -5.6% | 125,908 | +1.1% | 4.37% | +1.7% |
| Q1 2022 | $6,420,000 | +10.2% | 124,545 | +17.0% | 4.30% | +2.2% |
| Q4 2021 | $5,828,000 | 0.0% | 106,418 | 0.0% | 4.20% | 0.0% |
| Q3 2021 | $5,828,000 | +0.1% | 106,418 | +1.1% | 4.20% | +3.7% |
| Q2 2021 | $5,820,000 | +6.1% | 105,250 | +4.9% | 4.05% | +1.7% |
| Q1 2021 | $5,483,000 | +6.8% | 100,352 | +7.8% | 3.99% | -9.6% |
| Q4 2020 | $5,136,000 | – | 93,055 | – | 4.41% | – |
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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% |