VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,987 | -53.6% | 4,829 | -54.9% | 0.06% | -54.9% |
| Q3 2022 | $515,000 | -32.9% | 10,701 | -30.4% | 0.12% | -29.1% |
| Q2 2022 | $767,000 | +64.2% | 15,370 | +80.2% | 0.17% | +89.0% |
| Q3 2021 | $467,000 | +48.3% | 8,530 | +49.6% | 0.09% | +46.8% |
| Q2 2021 | $315,000 | -15.1% | 5,700 | -16.2% | 0.06% | -22.5% |
| Q1 2021 | $371,000 | +10.4% | 6,799 | +11.8% | 0.08% | +3.9% |
| Q4 2020 | $336,000 | -72.5% | 6,084 | -72.9% | 0.08% | -51.0% |
| Q3 2020 | $1,224,000 | +132.7% | 22,468 | +131.2% | 0.16% | +6.8% |
| Q2 2020 | $526,000 | +7.6% | 9,720 | +5.1% | 0.15% | -16.0% |
| Q1 2020 | $489,000 | +4.0% | 9,244 | +5.3% | 0.18% | +49.6% |
| Q4 2019 | $470,000 | +74.1% | 8,779 | +74.4% | 0.12% | +62.5% |
| Q3 2019 | $270,000 | – | 5,033 | – | 0.07% | – |
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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% |