VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 197 filers reported holding VANGUARD MUN BD FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $47,000 | -7.8% | 930 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $51,000 | 0.0% | 928 | +0.5% | 0.01% | -14.3% |
| Q3 2021 | $51,000 | 0.0% | 923 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $51,000 | +2.0% | 920 | +0.4% | 0.01% | -12.5% |
| Q1 2021 | $50,000 | 0.0% | 916 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $50,000 | +2.0% | 914 | +0.6% | 0.01% | -11.1% |
| Q3 2020 | $49,000 | +8.9% | 909 | +10.3% | 0.01% | 0.0% |
| Q2 2020 | $45,000 | +4.7% | 824 | +0.5% | 0.01% | -18.2% |
| Q1 2020 | $43,000 | -2.3% | 820 | +0.4% | 0.01% | +10.0% |
| Q4 2019 | $44,000 | +2.3% | 817 | +0.7% | 0.01% | -9.1% |
| Q3 2019 | $43,000 | 0.0% | 811 | +0.6% | 0.01% | -8.3% |
| Q2 2019 | $43,000 | +2.4% | 806 | +0.5% | 0.01% | +9.1% |
| Q1 2019 | $42,000 | +2.4% | 802 | +0.5% | 0.01% | -15.4% |
| Q4 2018 | $41,000 | +2.5% | 798 | +0.8% | 0.01% | +8.3% |
| Q3 2018 | $40,000 | 0.0% | 792 | +0.6% | 0.01% | -14.3% |
| Q2 2018 | $40,000 | 0.0% | 787 | +0.5% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | 0.0% | 783 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $40,000 | 0.0% | 779 | +0.5% | 0.01% | -6.7% |
| Q3 2017 | $40,000 | – | 775 | – | 0.02% | – |
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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% |