VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,028 | +2.5% | 78,881 | -3.4% | 0.22% | +2.3% |
| Q3 2023 | $3,930 | -7.2% | 81,697 | -3.1% | 0.21% | -4.9% |
| Q2 2023 | $4,236 | +2.1% | 84,350 | +3.0% | 0.22% | -2.2% |
| Q1 2023 | $4,149 | +2.4% | 81,900 | 0.0% | 0.23% | -4.6% |
| Q4 2022 | $4,053 | -99.9% | 81,900 | -8.7% | 0.24% | -17.5% |
| Q3 2022 | $4,318,000 | -3.6% | 89,702 | 0.0% | 0.29% | -3.3% |
| Q2 2022 | $4,478,000 | +5.1% | 89,702 | +8.5% | 0.30% | +12.3% |
| Q1 2022 | $4,262,000 | +0.3% | 82,671 | +6.8% | 0.27% | -0.7% |
| Q4 2021 | $4,250,000 | +0.4% | 77,396 | 0.0% | 0.27% | -3.2% |
| Q3 2021 | $4,234,000 | +19.4% | 77,396 | +20.7% | 0.28% | +18.2% |
| Q2 2021 | $3,547,000 | +8.9% | 64,146 | +7.6% | 0.24% | +0.9% |
| Q1 2021 | $3,256,000 | – | 59,589 | – | 0.23% | – |
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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% |