VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 427 filers reported holding VANGUARD MUN BD FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $977,991 | +4.1% | 19,305 | +1.7% | 0.18% | +4.7% |
| Q4 2022 | $939,419 | +2.8% | 18,982 | 0.0% | 0.17% | -12.0% |
| Q3 2022 | $914,000 | -4.3% | 18,982 | -0.7% | 0.19% | -2.0% |
| Q2 2022 | $955,000 | -4.6% | 19,122 | -1.5% | 0.20% | +14.0% |
| Q1 2022 | $1,001,000 | -6.1% | 19,417 | 0.0% | 0.17% | -8.5% |
| Q4 2021 | $1,066,000 | +0.3% | 19,417 | 0.0% | 0.19% | +10.6% |
| Q3 2021 | $1,063,000 | -11.2% | 19,417 | -10.3% | 0.17% | -10.1% |
| Q2 2021 | $1,197,000 | +1.8% | 21,654 | +1.3% | 0.19% | -8.3% |
| Q1 2021 | $1,176,000 | +2.4% | 21,375 | +2.7% | 0.21% | +15.7% |
| Q4 2020 | $1,148,000 | +1.3% | 20,808 | 0.0% | 0.18% | -18.7% |
| Q3 2020 | $1,133,000 | +10.4% | 20,808 | +9.8% | 0.22% | +4.8% |
| Q2 2020 | $1,026,000 | – | 18,943 | – | 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% |