VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,178,000 | -10.4% | 66,026 | -7.0% | 0.30% | -5.4% |
| Q2 2022 | $3,545,000 | +1489.7% | 71,020 | +1643.7% | 0.32% | +1655.6% |
| Q4 2021 | $223,000 | -2.2% | 4,073 | -4.5% | 0.02% | -35.7% |
| Q4 2019 | $228,000 | +5.1% | 4,264 | +5.4% | 0.03% | 0.0% |
| Q3 2019 | $217,000 | +1.4% | 4,047 | +0.6% | 0.03% | -6.7% |
| Q2 2019 | $214,000 | +2.4% | 4,023 | +0.6% | 0.03% | 0.0% |
| Q1 2019 | $209,000 | +3.0% | 3,999 | +0.4% | 0.03% | -9.1% |
| Q4 2018 | $203,000 | +1.5% | 3,984 | +1.4% | 0.03% | +10.0% |
| Q2 2018 | $200,000 | -0.5% | 3,929 | +1.1% | 0.03% | -34.8% |
| Q4 2017 | $201,000 | – | 3,888 | – | 0.05% | – |
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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% |