VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 427 filers reported holding VANGUARD MUN BD FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,184,315 | +2.8% | 86,992 | +6.9% | 1.04% | +6.9% |
| Q2 2023 | $4,070,964 | -0.5% | 81,403 | +0.8% | 0.98% | -4.1% |
| Q1 2023 | $4,090,846 | +2.6% | 80,751 | +0.2% | 1.02% | -3.6% |
| Q4 2022 | $3,988,399 | +7.0% | 80,590 | +4.1% | 1.06% | -1.3% |
| Q3 2022 | $3,726,000 | -4.1% | 77,396 | -0.5% | 1.07% | -2.7% |
| Q2 2022 | $3,884,000 | +45.4% | 77,804 | +50.2% | 1.10% | +51.9% |
| Q1 2022 | $2,671,000 | -4.5% | 51,805 | +1.7% | 0.72% | -0.7% |
| Q4 2021 | $2,797,000 | +1.0% | 50,933 | +0.8% | 0.73% | -3.8% |
| Q3 2021 | $2,769,000 | -0.3% | 50,553 | +0.7% | 0.76% | -0.9% |
| Q2 2021 | $2,776,000 | +0.3% | 50,203 | +0.1% | 0.77% | -9.2% |
| Q1 2021 | $2,768,000 | +0.1% | 50,146 | -1.2% | 0.84% | -9.8% |
| Q4 2020 | $2,764,000 | 0.0% | 50,770 | 0.0% | 0.94% | +0.1% |
| Q3 2020 | $2,764,000 | +1.1% | 50,770 | +0.6% | 0.94% | -4.3% |
| Q2 2020 | $2,733,000 | +4.7% | 50,473 | +2.2% | 0.98% | -8.9% |
| Q1 2020 | $2,611,000 | +3.0% | 49,366 | +4.3% | 1.07% | +13.9% |
| Q4 2019 | $2,534,000 | +1.1% | 47,328 | +0.2% | 0.94% | -7.5% |
| Q3 2019 | $2,507,000 | +1.0% | 47,242 | -0.7% | 1.02% | -1.9% |
| Q2 2019 | $2,482,000 | +1.8% | 47,590 | -0.4% | 1.04% | -8.5% |
| Q1 2019 | $2,439,000 | -30.3% | 47,773 | -31.1% | 1.13% | -23.3% |
| Q4 2018 | $3,501,000 | 0.0% | 69,314 | 0.0% | 1.48% | +0.2% |
| Q3 2018 | $3,501,000 | -8.7% | 69,314 | -7.9% | 1.48% | -12.6% |
| Q2 2018 | $3,835,000 | – | 75,221 | – | 1.69% | – |
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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% |