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 2023 | $337,123 | +36.9% | 6,604 | +29.0% | 0.27% | +11.6% |
| Q3 2023 | $246,325 | -5.1% | 5,121 | -1.0% | 0.24% | -6.9% |
| Q2 2023 | $259,688 | -3.2% | 5,171 | -2.3% | 0.26% | -16.5% |
| Q1 2023 | $268,201 | -7.1% | 5,294 | -9.3% | 0.31% | -11.4% |
| Q4 2022 | $288,782 | +4.6% | 5,835 | +1.6% | 0.35% | -0.3% |
| Q3 2022 | $276,000 | -19.5% | 5,744 | -16.3% | 0.35% | -10.0% |
| Q2 2022 | $343,000 | -5.8% | 6,865 | -2.8% | 0.39% | +11.7% |
| Q1 2022 | $364,000 | – | 7,066 | – | 0.35% | – |
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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% |