VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
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% | – |
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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% |