VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,975 | -33.9% | 6,528 | -31.0% | 0.02% | -30.3% |
| Q2 2023 | $474,815 | -10.4% | 9,455 | -9.6% | 0.03% | -15.4% |
| Q1 2023 | $529,726 | +2.4% | 10,456 | +0.0% | 0.04% | -7.1% |
| Q4 2022 | $517,319 | -37.4% | 10,453 | -39.1% | 0.04% | -47.5% |
| Q3 2022 | $827,000 | +7.4% | 17,176 | +11.4% | 0.08% | +11.1% |
| Q2 2022 | $770,000 | +8.0% | 15,423 | +11.5% | 0.07% | +33.3% |
| Q1 2022 | $713,000 | +4.4% | 13,832 | +11.3% | 0.05% | +5.9% |
| Q4 2021 | $683,000 | +18.0% | 12,432 | +17.6% | 0.05% | +10.9% |
| Q3 2021 | $579,000 | -7.7% | 10,570 | -6.9% | 0.05% | -9.8% |
| Q2 2021 | $627,000 | -20.5% | 11,349 | -21.5% | 0.05% | -29.2% |
| Q1 2021 | $789,000 | +7.1% | 14,449 | +8.3% | 0.07% | -6.5% |
| Q4 2020 | $737,000 | +268.5% | 13,345 | +262.6% | 0.08% | +185.2% |
| Q3 2020 | $200,000 | -55.8% | 3,680 | -56.9% | 0.03% | -68.6% |
| Q1 2020 | $452,000 | -88.4% | 8,538 | -88.3% | 0.09% | -86.3% |
| Q4 2019 | $3,908,000 | -8.3% | 72,984 | -8.1% | 0.63% | -7.8% |
| Q3 2019 | $4,260,000 | +430.5% | 79,453 | +424.9% | 0.68% | +394.9% |
| Q2 2019 | $803,000 | -5.9% | 15,137 | -7.4% | 0.14% | -16.4% |
| Q1 2019 | $853,000 | +18.1% | 16,355 | +15.6% | 0.16% | -1.8% |
| Q4 2018 | $722,000 | +6.6% | 14,148 | +5.6% | 0.17% | +12.0% |
| Q3 2018 | $677,000 | – | 13,397 | – | 0.15% | – |
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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% |