VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 310 filers reported holding VANGUARD MUN BD FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $942,883 | +5.7% | 18,470 | -0.4% | 0.36% | -2.7% |
| Q3 2023 | $891,693 | +9.3% | 18,538 | +14.2% | 0.38% | +12.3% |
| Q2 2023 | $815,541 | +30.7% | 16,239 | +31.9% | 0.33% | +21.0% |
| Q1 2023 | $623,924 | -12.0% | 12,316 | -14.0% | 0.28% | -17.6% |
| Q4 2022 | $708,927 | -20.4% | 14,325 | -22.6% | 0.34% | -25.7% |
| Q3 2022 | $891,000 | -14.7% | 18,505 | -11.5% | 0.45% | -9.8% |
| Q2 2022 | $1,044,000 | -29.6% | 20,919 | -27.3% | 0.50% | -22.2% |
| Q1 2022 | $1,483,000 | -4.9% | 28,772 | +1.3% | 0.64% | -1.2% |
| Q4 2021 | $1,559,000 | +8.0% | 28,398 | +7.7% | 0.65% | +1.1% |
| Q3 2021 | $1,444,000 | +34.7% | 26,368 | +36.0% | 0.64% | +35.6% |
| Q2 2021 | $1,072,000 | +1.6% | 19,387 | +0.4% | 0.48% | -7.6% |
| Q1 2021 | $1,055,000 | +7.3% | 19,317 | +8.4% | 0.51% | +4.5% |
| Q4 2020 | $983,000 | +2.0% | 17,812 | +0.6% | 0.49% | -9.6% |
| Q3 2020 | $964,000 | +2.2% | 17,709 | +1.7% | 0.54% | -3.0% |
| Q2 2020 | $943,000 | +0.3% | 17,411 | -2.0% | 0.56% | -13.8% |
| Q1 2020 | $940,000 | -5.7% | 17,768 | -4.1% | 0.65% | +12.2% |
| Q4 2019 | $997,000 | +1.0% | 18,527 | +0.5% | 0.58% | -3.3% |
| Q3 2019 | $987,000 | +4.7% | 18,433 | +3.7% | 0.60% | +2.7% |
| Q2 2019 | $943,000 | +2.5% | 17,778 | +0.8% | 0.58% | 0.0% |
| Q1 2019 | $920,000 | -65.8% | 17,642 | -66.5% | 0.58% | -5.2% |
| Q4 2018 | $2,691,000 | +882.1% | 52,725 | +870.5% | 0.62% | +260.2% |
| Q3 2018 | $274,000 | -0.7% | 5,433 | +0.5% | 0.17% | -5.0% |
| Q2 2018 | $276,000 | – | 5,408 | – | 0.18% | – |
Download | ||||||
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% |