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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312,313 | -2.0% | 27,283 | +2.3% | 0.30% | -0.7% |
| Q2 2023 | $1,339,016 | +0.1% | 26,663 | +1.0% | 0.30% | -4.5% |
| Q1 2023 | $1,337,070 | +4.7% | 26,393 | +2.3% | 0.31% | -5.1% |
| Q4 2022 | $1,276,496 | +19.9% | 25,793 | +16.5% | 0.33% | +15.3% |
| Q3 2022 | $1,065,000 | -33.0% | 22,133 | -30.5% | 0.29% | -22.6% |
| Q2 2022 | $1,590,000 | -8.5% | 31,850 | -5.5% | 0.37% | +4.8% |
| Q1 2022 | $1,737,000 | -20.5% | 33,692 | -15.3% | 0.35% | -20.4% |
| Q4 2021 | $2,185,000 | +25.6% | 39,794 | +25.2% | 0.44% | +17.7% |
| Q3 2021 | $1,740,000 | -7.7% | 31,774 | -6.8% | 0.38% | -11.3% |
| Q2 2021 | $1,885,000 | +5.8% | 34,092 | +4.6% | 0.43% | -1.6% |
| Q1 2021 | $1,781,000 | +22.5% | 32,588 | +23.7% | 0.43% | +18.3% |
| Q4 2020 | $1,454,000 | +18.1% | 26,350 | +16.6% | 0.37% | +5.8% |
| Q3 2020 | $1,231,000 | +78.1% | 22,608 | +77.2% | 0.35% | +58.7% |
| Q2 2020 | $691,000 | – | 12,759 | – | 0.22% | – |
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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% |