VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 197 filers reported holding VANGUARD MUN BD FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,433,000 | -2.0% | 44,439 | -1.0% | 2.00% | -6.8% |
| Q2 2021 | $2,482,000 | +0.9% | 44,879 | -0.3% | 2.14% | +0.8% |
| Q1 2021 | $2,459,000 | -1.0% | 44,995 | 0.0% | 2.12% | +1.9% |
| Q4 2020 | $2,484,000 | -20.9% | 44,995 | -22.0% | 2.08% | +18.8% |
| Q3 2020 | $3,141,000 | -8.5% | 57,690 | -9.0% | 1.76% | -7.2% |
| Q2 2020 | $3,434,000 | -12.4% | 63,425 | -14.4% | 1.89% | -8.2% |
| Q1 2020 | $3,921,000 | -6.4% | 74,078 | -5.3% | 2.06% | +6.6% |
| Q4 2019 | $4,191,000 | +8.9% | 78,261 | +9.1% | 1.93% | +0.3% |
| Q3 2019 | $3,847,000 | +1.1% | 71,745 | -0.0% | 1.93% | +10.6% |
| Q2 2019 | $3,807,000 | +1.3% | 71,765 | -0.5% | 1.74% | -6.6% |
| Q1 2019 | $3,759,000 | +6.5% | 72,157 | +4.3% | 1.87% | -5.2% |
| Q4 2018 | $3,530,000 | +1.0% | 69,162 | 0.0% | 1.97% | +10.1% |
| Q3 2018 | $3,496,000 | -10.5% | 69,162 | -9.7% | 1.79% | -6.9% |
| Q2 2018 | $3,905,000 | -0.6% | 76,604 | -0.9% | 1.92% | +7.3% |
| Q1 2018 | $3,929,000 | -9.3% | 77,304 | -7.8% | 1.79% | -7.1% |
| Q4 2017 | $4,330,000 | -0.6% | 83,804 | -0.6% | 1.93% | -11.4% |
| Q3 2017 | $4,355,000 | +22.4% | 84,342 | +21.7% | 2.18% | +7.0% |
| Q2 2017 | $3,559,000 | -15.8% | 69,328 | -16.9% | 2.03% | -17.7% |
| Q1 2017 | $4,227,000 | -28.4% | 83,428 | -29.0% | 2.47% | -40.7% |
| Q4 2016 | $5,905,000 | – | 117,551 | – | 4.16% | – |
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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% |