VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,109,914 | -9.9% | 127,025 | -5.9% | 0.58% | -8.0% |
| Q2 2023 | $6,779,138 | -4.3% | 134,989 | -3.5% | 0.63% | -18.5% |
| Q1 2023 | $7,086,140 | +5.3% | 139,876 | +2.9% | 0.77% | -3.8% |
| Q4 2022 | $6,728,045 | -24.1% | 135,948 | -26.2% | 0.80% | -36.3% |
| Q3 2022 | $8,868,000 | -6.8% | 184,206 | -1.7% | 1.25% | +0.6% |
| Q2 2022 | $9,510,000 | +27.1% | 187,312 | +29.0% | 1.25% | -41.3% |
| Q1 2022 | $7,483,000 | -12.1% | 145,164 | -6.3% | 2.12% | -6.8% |
| Q4 2021 | $8,510,000 | -0.1% | 154,985 | -0.4% | 2.28% | +3.8% |
| Q3 2021 | $8,522,000 | -9.5% | 155,612 | -8.6% | 2.19% | -12.0% |
| Q2 2021 | $9,419,000 | +22.6% | 170,335 | +21.1% | 2.49% | +10.2% |
| Q1 2021 | $7,684,000 | -18.8% | 140,644 | -17.9% | 2.26% | -20.8% |
| Q4 2020 | $9,460,000 | +1.0% | 171,407 | -0.4% | 2.85% | +7.0% |
| Q3 2020 | $9,365,000 | +9.0% | 172,024 | +8.4% | 2.67% | -18.1% |
| Q2 2020 | $8,594,000 | +8.8% | 158,738 | +6.3% | 3.26% | +11.1% |
| Q1 2020 | $7,899,000 | +142.7% | 149,312 | +145.6% | 2.93% | +148.6% |
| Q4 2019 | $3,255,000 | – | 60,795 | – | 1.18% | – |
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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% |