VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 157 filers reported holding VANGUARD MUN BD FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $430,000 | -86.9% | 8,936 | -85.1% | 0.06% | -90.8% |
| Q3 2021 | $3,281,000 | -1.0% | 59,915 | 0.0% | 0.64% | -0.8% |
| Q2 2021 | $3,313,000 | +1.2% | 59,915 | 0.0% | 0.64% | -15.6% |
| Q1 2021 | $3,274,000 | -1.0% | 59,915 | 0.0% | 0.76% | -15.1% |
| Q4 2020 | $3,307,000 | +136.6% | 59,915 | +121.5% | 0.90% | -14.7% |
| Q4 2017 | $1,398,000 | +324.9% | 27,054 | +324.1% | 1.05% | +283.9% |
| Q3 2017 | $329,000 | +0.6% | 6,379 | 0.0% | 0.27% | -0.4% |
| Q2 2017 | $327,000 | -3.5% | 6,379 | -4.6% | 0.28% | -28.8% |
| Q1 2017 | $339,000 | – | 6,690 | – | 0.39% | – |
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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% |