VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,345,389 | +384.5% | 485,351 | +405.9% | 0.08% | +48.1% |
| Q2 2023 | $4,818,305 | -46.9% | 95,944 | -46.4% | 0.05% | -50.9% |
| Q1 2023 | $9,069,479 | +10.9% | 179,026 | +11.1% | 0.11% | +1.0% |
| Q4 2022 | $8,181,421 | -20.0% | 161,147 | -23.3% | 0.10% | -28.1% |
| Q3 2022 | $10,224,000 | +13.0% | 210,026 | +16.5% | 0.15% | +15.9% |
| Q2 2022 | $9,050,000 | +33.8% | 180,352 | +37.4% | 0.13% | +38.5% |
| Q1 2022 | $6,763,000 | +653.1% | 131,297 | +682.6% | 0.09% | +600.0% |
| Q4 2021 | $898,000 | +199.3% | 16,777 | +204.7% | 0.01% | +225.0% |
| Q3 2021 | $300,000 | +25.5% | 5,506 | +27.9% | 0.00% | 0.0% |
| Q2 2021 | $239,000 | +10.6% | 4,304 | +9.2% | 0.00% | 0.0% |
| Q1 2021 | $216,000 | – | 3,941 | – | 0.00% | – |
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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% |