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 | $5,961,390 | -10.9% | 123,937 | -7.0% | 0.96% | -10.8% |
Q2 2023 | $6,689,957 | -2.1% | 133,213 | -1.3% | 1.08% | -9.2% |
Q1 2023 | $6,836,922 | -14.5% | 134,957 | -16.5% | 1.19% | -19.4% |
Q4 2022 | $8,000,058 | +455.9% | 161,650 | +440.6% | 1.47% | +381.7% |
Q3 2022 | $1,439,000 | -60.6% | 29,901 | -59.1% | 0.31% | -59.3% |
Q2 2022 | $3,653,000 | +72960.0% | 73,183 | +79446.7% | 0.75% | +75100.0% |
Q1 2022 | $5,000 | -94.0% | 92 | -93.9% | 0.00% | -93.3% |
Q4 2021 | $83,000 | +1560.0% | 1,516 | +1565.9% | 0.02% | +1400.0% |
Q3 2021 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 91 | +1.1% | 0.00% | 0.0% |
Q1 2021 | $5,000 | – | 90 | – | 0.00% | – |
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% |