VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $281,000 | -3.4% | 5,841 | +0.3% | 0.15% | +1.3% |
| Q2 2022 | $291,000 | -3.0% | 5,824 | +0.1% | 0.15% | +10.1% |
| Q1 2022 | $300,000 | -6.0% | 5,817 | +0.0% | 0.14% | -2.8% |
| Q4 2021 | $319,000 | +0.3% | 5,816 | +0.1% | 0.14% | -7.2% |
| Q3 2021 | $318,000 | -47.1% | 5,813 | -46.5% | 0.15% | -45.6% |
| Q2 2021 | $601,000 | -1.2% | 10,863 | -2.4% | 0.28% | -12.5% |
| Q1 2021 | $608,000 | +0.8% | 11,126 | -0.1% | 0.32% | +3.2% |
| Q2 2020 | $603,000 | +3.6% | 11,141 | +1.3% | 0.31% | -14.6% |
| Q1 2020 | $582,000 | +11.3% | 11,000 | +12.6% | 0.36% | +46.2% |
| Q4 2019 | $523,000 | +70.4% | 9,773 | +70.6% | 0.25% | +8.7% |
| Q3 2019 | $307,000 | – | 5,727 | – | 0.23% | – |
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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% |