VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
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% |