VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,796,000 | +5.8% | 32,716 | +5.5% | 0.55% | -6.0% |
| Q3 2021 | $1,698,000 | +11.1% | 30,998 | +12.6% | 0.58% | +13.2% |
| Q2 2021 | $1,528,000 | +56.9% | 27,519 | +55.3% | 0.52% | +45.6% |
| Q1 2021 | $974,000 | +38.2% | 17,725 | +38.8% | 0.36% | +25.0% |
| Q4 2020 | $705,000 | +36.6% | 12,769 | +34.0% | 0.28% | +22.9% |
| Q3 2020 | $516,000 | +97.7% | 9,527 | +97.7% | 0.23% | +77.7% |
| Q2 2020 | $261,000 | – | 4,819 | – | 0.13% | – |
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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% |