VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,159,929 | -12.6% | 86,485 | -8.8% | 0.42% | -11.9% |
| Q2 2023 | $4,761,459 | +0.5% | 94,812 | +1.4% | 0.47% | -4.3% |
| Q1 2023 | $4,736,609 | +3.8% | 93,498 | +1.4% | 0.49% | -4.6% |
| Q4 2022 | $4,562,785 | -19.8% | 92,196 | -22.0% | 0.52% | -31.2% |
| Q3 2022 | $5,688,000 | -13.4% | 118,162 | -10.2% | 0.75% | -14.7% |
| Q2 2022 | $6,568,000 | +2.3% | 131,576 | +5.7% | 0.88% | +13.5% |
| Q1 2022 | $6,418,000 | -1.9% | 124,504 | +4.5% | 0.78% | -0.5% |
| Q4 2021 | $6,545,000 | -0.5% | 119,191 | -0.8% | 0.78% | -14.9% |
| Q3 2021 | $6,581,000 | +0.6% | 120,161 | +1.6% | 0.92% | -3.3% |
| Q2 2021 | $6,540,000 | +40.9% | 118,259 | +39.2% | 0.95% | +26.0% |
| Q1 2021 | $4,642,000 | -1.8% | 84,953 | -0.8% | 0.75% | -14.2% |
| Q4 2020 | $4,727,000 | +1.8% | 85,651 | +0.4% | 0.88% | -13.2% |
| Q3 2020 | $4,645,000 | – | 85,318 | – | 1.01% | – |
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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% |