VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,208,110 | -2.5% | 482,497 | +1.8% | 0.20% | 0.0% |
| Q2 2023 | $23,813,193 | +4.6% | 474,177 | +5.5% | 0.20% | +0.5% |
| Q1 2023 | $22,771,266 | +6.5% | 449,492 | +4.0% | 0.20% | +0.5% |
| Q4 2022 | $21,390,720 | +573.7% | 432,223 | +555.3% | 0.20% | +214.3% |
| Q3 2022 | $3,175,000 | -24.7% | 65,960 | -21.9% | 0.06% | -6.0% |
| Q2 2022 | $4,214,000 | -9.2% | 84,413 | -6.2% | 0.07% | 0.0% |
| Q1 2022 | $4,639,000 | +21.9% | 89,987 | +29.8% | 0.07% | +21.8% |
| Q4 2021 | $3,807,000 | +9.5% | 69,324 | +9.2% | 0.06% | 0.0% |
| Q3 2021 | $3,478,000 | +9.2% | 63,502 | +10.2% | 0.06% | +7.8% |
| Q2 2021 | $3,186,000 | +103.1% | 57,608 | +100.7% | 0.05% | +64.5% |
| Q1 2021 | $1,569,000 | -6.0% | 28,708 | -5.0% | 0.03% | -6.1% |
| Q4 2020 | $1,669,000 | – | 30,232 | – | 0.03% | – |
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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% |