VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,205 | -54.1% | 5,472 | -52.1% | 0.20% | -49.6% |
Q2 2023 | $573,201 | -19.5% | 11,414 | -18.8% | 0.40% | -21.5% |
Q1 2023 | $712,126 | +2.6% | 14,057 | +0.2% | 0.50% | -0.6% |
Q4 2022 | $693,963 | -45.9% | 14,022 | -47.4% | 0.51% | -46.6% |
Q3 2022 | $1,283,000 | +0.5% | 26,649 | +4.2% | 0.95% | +3.4% |
Q2 2022 | $1,276,000 | -9.5% | 25,565 | -6.6% | 0.92% | +5.8% |
Q1 2022 | $1,410,000 | -10.7% | 27,357 | -4.8% | 0.87% | -3.7% |
Q4 2021 | $1,579,000 | +11.0% | 28,750 | +10.7% | 0.90% | +1.4% |
Q3 2021 | $1,422,000 | +39.5% | 25,966 | +41.7% | 0.89% | +40.6% |
Q2 2021 | $1,019,000 | +166.1% | 18,326 | +161.8% | 0.63% | +136.3% |
Q1 2021 | $383,000 | +38.8% | 7,000 | +40.0% | 0.27% | +31.5% |
Q4 2020 | $276,000 | – | 5,000 | – | 0.20% | – |
Download |
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% |