VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,225,059 | -2.4% | 25,469 | +1.9% | 0.24% | +7.2% |
| Q2 2023 | $1,255,349 | +18.5% | 24,997 | +19.5% | 0.22% | +5.7% |
| Q1 2023 | $1,059,655 | +1.5% | 20,917 | -0.8% | 0.21% | -6.3% |
| Q4 2022 | $1,044,041 | +32.3% | 21,096 | +33.5% | 0.22% | +182.3% |
| Q2 2022 | $789,000 | +115.0% | 15,806 | +130.8% | 0.08% | +12.9% |
| Q4 2019 | $367,000 | 0.0% | 6,848 | 0.0% | 0.07% | -1.4% |
| Q3 2019 | $367,000 | -99.9% | 6,848 | 0.0% | 0.07% | -15.5% |
| Q2 2019 | $363,423,000 | +101699.2% | 6,848 | 0.0% | 0.08% | -16.8% |
| Q1 2019 | $357,000 | +2.0% | 6,848 | 0.0% | 0.10% | -1.9% |
| Q4 2018 | $350,000 | -30.6% | 6,848 | -32.2% | 0.10% | -22.6% |
| Q3 2018 | $504,000 | -1.8% | 10,096 | 0.0% | 0.13% | -32.5% |
| Q1 2018 | $513,000 | -1.7% | 10,096 | 0.0% | 0.20% | -4.4% |
| Q4 2017 | $522,000 | – | 10,096 | – | 0.21% | – |
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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% |