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 | $3,438,572 | +264.0% | 71,488 | +280.1% | 0.15% | +255.8% |
| Q2 2023 | $944,537 | -3.4% | 18,808 | -2.6% | 0.04% | -10.4% |
| Q1 2023 | $978,143 | -2.1% | 19,308 | -4.4% | 0.05% | -9.4% |
| Q4 2022 | $999,054 | +63.5% | 20,187 | +64.8% | 0.05% | +47.2% |
| Q2 2022 | $611,000 | -32.8% | 12,246 | -30.6% | 0.04% | -25.0% |
| Q1 2022 | $909,000 | -6.5% | 17,636 | -0.4% | 0.05% | -35.1% |
| Q4 2021 | $972,000 | -23.6% | 17,709 | -23.8% | 0.07% | -29.5% |
| Q3 2021 | $1,272,000 | +44.5% | 23,231 | +45.9% | 0.10% | +34.6% |
| Q2 2021 | $880,000 | – | 15,923 | – | 0.08% | – |
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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% |