VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $4,904,000 | +2.7% | 89,312 | +2.5% | 0.92% | -64.2% |
Q3 2021 | $4,773,000 | -4.3% | 87,147 | -3.4% | 2.56% | -3.7% |
Q2 2021 | $4,987,000 | +1.1% | 90,176 | -0.1% | 2.66% | +9.3% |
Q1 2021 | $4,932,000 | -2.7% | 90,270 | -1.8% | 2.43% | -21.8% |
Q4 2020 | $5,071,000 | +24.9% | 91,888 | +23.2% | 3.10% | -20.0% |
Q3 2020 | $4,061,000 | – | 74,590 | – | 3.88% | – |
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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% |