VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 383 filers reported holding VANGUARD MUN BD FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $226,179 | -0.2% | 4,504 | +0.7% | 0.12% | -4.0% |
| Q1 2023 | $226,616 | +6.4% | 4,473 | +1.3% | 0.13% | +0.8% |
| Q3 2022 | $213,000 | -2.7% | 4,416 | +0.5% | 0.12% | +5.0% |
| Q2 2022 | $219,000 | -2.7% | 4,393 | +0.4% | 0.12% | +11.2% |
| Q1 2022 | $225,000 | -6.2% | 4,374 | +0.3% | 0.11% | -3.6% |
| Q4 2021 | $240,000 | +0.8% | 4,362 | +0.5% | 0.11% | -5.1% |
| Q3 2021 | $238,000 | -0.8% | 4,339 | +0.3% | 0.12% | +1.7% |
| Q2 2021 | $240,000 | +2.1% | 4,328 | +0.6% | 0.12% | -4.2% |
| Q1 2021 | $235,000 | -0.8% | 4,304 | +0.3% | 0.12% | -7.7% |
| Q4 2020 | $237,000 | +2.2% | 4,291 | +0.6% | 0.13% | -9.1% |
| Q3 2020 | $232,000 | +0.9% | 4,264 | +0.5% | 0.14% | -2.7% |
| Q2 2020 | $230,000 | +3.1% | 4,243 | +0.6% | 0.15% | -10.4% |
| Q1 2020 | $223,000 | -0.9% | 4,219 | +0.3% | 0.16% | +20.6% |
| Q4 2019 | $225,000 | +0.4% | 4,205 | +0.7% | 0.14% | -6.2% |
| Q3 2019 | $224,000 | +1.8% | 4,174 | +0.6% | 0.14% | -0.7% |
| Q2 2019 | $220,000 | +2.3% | 4,150 | +0.6% | 0.15% | +0.7% |
| Q1 2019 | $215,000 | +2.4% | 4,125 | +0.4% | 0.14% | -7.1% |
| Q4 2018 | $210,000 | +1.9% | 4,108 | +0.8% | 0.16% | +24.8% |
| Q3 2018 | $206,000 | – | 4,075 | – | 0.12% | – |
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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% |