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 | $1,913,038 | -10.5% | 39,771 | -6.5% | 0.45% | -9.4% |
Q2 2023 | $2,136,315 | -7.9% | 42,538 | -7.1% | 0.50% | -15.8% |
Q1 2023 | $2,320,628 | +2.4% | 45,807 | +0.0% | 0.60% | -7.3% |
Q4 2022 | $2,265,997 | -3.8% | 45,787 | -6.4% | 0.64% | -9.1% |
Q3 2022 | $2,355,000 | -12.3% | 48,924 | -9.1% | 0.71% | -9.1% |
Q2 2022 | $2,686,000 | -9.5% | 53,801 | -6.6% | 0.78% | +9.0% |
Q1 2022 | $2,969,000 | -6.9% | 57,582 | -0.8% | 0.71% | -6.3% |
Q4 2021 | $3,188,000 | -0.8% | 58,070 | -1.1% | 0.76% | -9.0% |
Q3 2021 | $3,215,000 | -2.6% | 58,696 | -1.6% | 0.84% | -3.2% |
Q2 2021 | $3,300,000 | +0.0% | 59,678 | -1.1% | 0.86% | -7.2% |
Q1 2021 | $3,299,000 | -9.9% | 60,360 | -9.0% | 0.93% | -17.1% |
Q4 2020 | $3,660,000 | +6.2% | 66,321 | +4.8% | 1.12% | -5.5% |
Q3 2020 | $3,446,000 | +7.4% | 63,300 | +6.8% | 1.19% | -8.1% |
Q2 2020 | $3,208,000 | +3.9% | 59,254 | +1.5% | 1.29% | -8.3% |
Q1 2020 | $3,089,000 | +8.2% | 58,387 | +9.5% | 1.41% | +29.4% |
Q4 2019 | $2,855,000 | +5.2% | 53,320 | +5.4% | 1.09% | -3.3% |
Q3 2019 | $2,713,000 | +0.4% | 50,603 | -0.6% | 1.13% | -1.3% |
Q2 2019 | $2,701,000 | +7.4% | 50,885 | +5.5% | 1.14% | +1.7% |
Q1 2019 | $2,514,000 | +9.6% | 48,217 | +7.3% | 1.12% | -3.7% |
Q4 2018 | $2,293,000 | -1.5% | 44,925 | -2.6% | 1.17% | +9.6% |
Q3 2018 | $2,329,000 | -1.2% | 46,110 | -3.0% | 1.06% | -11.3% |
Q2 2018 | $2,357,000 | +0.7% | 47,550 | +3.3% | 1.20% | -1.3% |
Q1 2018 | $2,340,000 | +5.3% | 46,050 | +7.1% | 1.22% | +3.8% |
Q4 2017 | $2,222,000 | +31.3% | 43,000 | +31.3% | 1.17% | +20.0% |
Q3 2017 | $1,692,000 | +24.4% | 32,750 | +27.9% | 0.98% | +16.3% |
Q2 2017 | $1,360,000 | +198.2% | 25,600 | +184.4% | 0.84% | +177.8% |
Q1 2017 | $456,000 | – | 9,000 | – | 0.30% | – |
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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% |