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 | $244,348 | -4.2% | 5,080 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $255,118 | -0.9% | 5,080 | 0.0% | 0.01% | -29.4% |
| Q1 2023 | $257,353 | +2.4% | 5,080 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $251,409 | -90.2% | 5,080 | -90.5% | 0.02% | -91.3% |
| Q3 2022 | $2,568,000 | +45.3% | 53,330 | +50.6% | 0.21% | +27.6% |
| Q2 2022 | $1,767,000 | -2.3% | 35,400 | +0.9% | 0.16% | +10.9% |
| Q1 2022 | $1,809,000 | -6.1% | 35,100 | 0.0% | 0.15% | -27.6% |
| Q4 2021 | $1,927,000 | +26.5% | 35,100 | +26.3% | 0.20% | +16.0% |
| Q3 2021 | $1,523,000 | +44.2% | 27,800 | +39.7% | 0.18% | -13.4% |
| Q2 2019 | $1,056,000 | +1.7% | 19,900 | 0.0% | 0.20% | -1.9% |
| Q1 2019 | $1,038,000 | – | 19,900 | – | 0.21% | – |
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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% |