VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,627,604 | +3.7% | 116,998 | +8.2% | 1.33% | +2.0% |
| Q2 2023 | $5,428,280 | -0.3% | 108,090 | +0.6% | 1.30% | -7.6% |
| Q1 2023 | $5,445,646 | -3.9% | 107,494 | -6.1% | 1.41% | -11.4% |
| Q4 2022 | $5,663,735 | -7.7% | 114,442 | -10.2% | 1.59% | -23.7% |
| Q3 2022 | $6,136,000 | -43.6% | 127,465 | -41.5% | 2.09% | -43.2% |
| Q2 2022 | $10,875,000 | – | 217,853 | – | 3.68% | – |
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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% |