VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,876 | -6.5% | 8,194 | -1.1% | 0.09% | -16.5% |
| Q2 2023 | $416,126 | -11.0% | 8,286 | -10.2% | 0.11% | -19.3% |
| Q1 2023 | $467,679 | +1.5% | 9,232 | -0.8% | 0.14% | -6.9% |
| Q4 2022 | $460,582 | +3.0% | 9,307 | +0.3% | 0.14% | -8.2% |
| Q3 2022 | $447,000 | -4.9% | 9,279 | -1.5% | 0.16% | -0.6% |
| Q2 2022 | $470,000 | -5.4% | 9,424 | -2.2% | 0.16% | +12.0% |
| Q1 2022 | $497,000 | -7.8% | 9,639 | -1.9% | 0.14% | -2.1% |
| Q4 2021 | $539,000 | -2.4% | 9,823 | -2.5% | 0.14% | -17.1% |
| Q3 2021 | $552,000 | +56.4% | 10,078 | +55.4% | 0.18% | +15.9% |
| Q3 2020 | $353,000 | -8.3% | 6,485 | -8.9% | 0.15% | -15.6% |
| Q2 2020 | $385,000 | – | 7,120 | – | 0.18% | – |
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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% |