VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,525,487 | +1.6% | 717,786 | +6.0% | 1.56% | +4.3% |
| Q2 2023 | $33,993,572 | -3.6% | 676,893 | -2.8% | 1.50% | -11.9% |
| Q1 2023 | $35,269,948 | +5.4% | 696,209 | +3.0% | 1.70% | -85.2% |
| Q4 2022 | $33,451,330 | +12.5% | 675,921 | +9.4% | 11.49% | +562.9% |
| Q3 2022 | $29,736,000 | +210.9% | 617,697 | +222.5% | 1.73% | +224.7% |
| Q2 2022 | $9,563,000 | +1406.0% | 191,558 | +1514.1% | 0.53% | +1807.1% |
| Q4 2019 | $635,000 | – | 11,868 | – | 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% |