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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $15,939,000 | +2.4% | 290,281 | +2.2% | 2.66% | -7.3% |
| Q3 2021 | $15,559,000 | +2.3% | 284,072 | +3.3% | 2.87% | +2.9% |
| Q2 2021 | $15,209,000 | +17.0% | 275,032 | +15.6% | 2.79% | -1.0% |
| Q1 2021 | $13,004,000 | -3.0% | 237,995 | -2.0% | 2.82% | -23.1% |
| Q4 2020 | $13,402,000 | +25.9% | 242,828 | +24.2% | 3.66% | +18.0% |
| Q3 2020 | $10,647,000 | +93.4% | 195,581 | +92.3% | 3.10% | +104.1% |
| Q2 2020 | $5,506,000 | +238.4% | 101,695 | +230.6% | 1.52% | +162.1% |
| Q1 2020 | $1,627,000 | – | 30,757 | – | 0.58% | – |
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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% |