VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,878 | +8.2% | 23,677 | +13.0% | 0.40% | +12.5% |
| Q2 2023 | $1,052,410 | +55.8% | 20,956 | +57.2% | 0.36% | +45.2% |
| Q1 2023 | $675,348 | +153388.2% | 13,331 | +50.0% | 0.25% | +46.7% |
| Q4 2022 | $440 | -99.8% | 8,887 | +119.7% | 0.17% | +101.2% |
| Q3 2022 | $195,000 | +9650.0% | 4,045 | 0.0% | 0.08% | +8300.0% |
| Q2 2022 | $2,000 | 0.0% | 4,045 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -99.1% | 4,045 | 0.0% | 0.00% | -98.7% |
| Q4 2021 | $222,000 | 0.0% | 4,045 | 0.0% | 0.08% | -12.4% |
| Q3 2021 | $222,000 | +64.4% | 4,045 | +65.4% | 0.09% | +43.5% |
| Q2 2021 | $135,000 | +0.7% | 2,445 | 0.0% | 0.06% | -4.6% |
| Q1 2021 | $134,000 | -4.3% | 2,445 | -3.9% | 0.06% | -24.4% |
| Q4 2020 | $140,000 | +0.7% | 2,545 | 0.0% | 0.09% | -12.2% |
| Q3 2020 | $139,000 | +0.7% | 2,545 | 0.0% | 0.10% | -4.9% |
| Q2 2020 | $138,000 | +2.2% | 2,545 | 0.0% | 0.10% | -10.4% |
| Q1 2020 | $135,000 | -0.7% | 2,545 | 0.0% | 0.12% | +22.3% |
| Q4 2019 | $136,000 | 0.0% | 2,545 | +0.6% | 0.09% | +20.5% |
| Q3 2019 | $136,000 | +1.5% | 2,529 | +0.2% | 0.08% | +4.0% |
| Q2 2019 | $134,000 | – | 2,525 | – | 0.08% | – |
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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% |