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 | $1,068,087 | -7.2% | 22,206 | -3.1% | 0.09% | -6.3% |
Q2 2023 | $1,151,437 | +66.7% | 22,928 | +68.2% | 0.10% | +46.2% |
Q1 2023 | $690,599 | -13.6% | 13,632 | -15.5% | 0.06% | -20.7% |
Q4 2022 | $798,843 | -32.6% | 16,142 | -34.5% | 0.08% | -40.6% |
Q3 2022 | $1,186,000 | +3.3% | 24,633 | +7.2% | 0.14% | +7.0% |
Q2 2022 | $1,148,000 | +28.4% | 22,989 | +32.5% | 0.13% | +50.0% |
Q1 2022 | $894,000 | -10.4% | 17,350 | -4.6% | 0.09% | -8.5% |
Q4 2021 | $998,000 | +39.8% | 18,179 | +40.8% | 0.09% | +22.1% |
Q3 2021 | $714,000 | 0.0% | 12,912 | 0.0% | 0.08% | 0.0% |
Q2 2021 | $714,000 | +8.5% | 12,912 | +7.2% | 0.08% | +2.7% |
Q1 2021 | $658,000 | -1.8% | 12,043 | -0.8% | 0.08% | -9.6% |
Q4 2020 | $670,000 | +1.5% | 12,144 | +0.0% | 0.08% | -6.7% |
Q3 2020 | $660,000 | +74.1% | 12,140 | +73.1% | 0.09% | +58.9% |
Q2 2020 | $379,000 | +16.6% | 7,013 | +14.2% | 0.06% | -13.8% |
Q1 2020 | $325,000 | +32.1% | 6,140 | +33.4% | 0.06% | +51.2% |
Q4 2019 | $246,000 | +79.6% | 4,603 | +79.8% | 0.04% | +59.3% |
Q3 2019 | $137,000 | +1.5% | 2,560 | 0.0% | 0.03% | -3.6% |
Q2 2019 | $135,000 | +1.5% | 2,560 | 0.0% | 0.03% | +3.7% |
Q1 2019 | $133,000 | +2.3% | 2,560 | 0.0% | 0.03% | -15.6% |
Q4 2018 | $130,000 | – | 2,560 | – | 0.03% | – |
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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% |