VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,483 | -39.5% | 13,689 | -36.8% | 0.13% | -41.2% |
| Q2 2023 | $1,088,404 | +6.4% | 21,673 | +7.3% | 0.22% | +4.7% |
| Q1 2023 | $1,023,178 | +5.8% | 20,197 | +3.3% | 0.21% | +2.9% |
| Q4 2022 | $967,337 | -17.5% | 19,546 | -19.8% | 0.20% | -30.5% |
| Q3 2022 | $1,173,000 | -0.6% | 24,359 | +3.0% | 0.30% | +6.5% |
| Q2 2022 | $1,180,000 | +5.7% | 23,641 | +9.2% | 0.28% | +25.9% |
| Q1 2022 | $1,116,000 | -31.8% | 21,640 | -27.4% | 0.22% | -28.1% |
| Q4 2021 | $1,637,000 | +6.5% | 29,804 | +6.2% | 0.31% | -2.9% |
| Q3 2021 | $1,537,000 | -0.8% | 28,062 | +0.1% | 0.32% | -0.6% |
| Q2 2021 | $1,550,000 | +1.2% | 28,023 | 0.0% | 0.32% | -4.2% |
| Q1 2021 | $1,531,000 | -0.9% | 28,023 | +0.1% | 0.33% | -13.4% |
| Q4 2020 | $1,545,000 | +77150.0% | 28,000 | 0.0% | 0.38% | -42.7% |
| Q3 2020 | $2,000 | -99.9% | 28,000 | 0.0% | 0.67% | +48.6% |
| Q2 2020 | $1,516,000 | +2.4% | 28,000 | 0.0% | 0.45% | -15.6% |
| Q1 2020 | $1,481,000 | -1.2% | 28,000 | 0.0% | 0.53% | +24.0% |
| Q4 2019 | $1,499,000 | -0.1% | 28,000 | 0.0% | 0.43% | -28.3% |
| Q3 2019 | $1,501,000 | – | 28,000 | – | 0.60% | – |
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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% |