VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $602,404 | +9.1% | 12,524 | +14.0% | 0.17% | +15.2% |
Q2 2023 | $552,266 | -4.1% | 10,986 | -3.4% | 0.14% | -14.2% |
Q1 2023 | $575,852 | -11.8% | 11,367 | -13.9% | 0.17% | -19.5% |
Q4 2022 | $653,120 | +0.6% | 13,197 | -1.1% | 0.21% | -5.0% |
Q3 2022 | $649,000 | -5.5% | 13,338 | -3.1% | 0.22% | +0.9% |
Q2 2022 | $687,000 | -3.2% | 13,771 | 0.0% | 0.22% | +12.9% |
Q1 2022 | $710,000 | -9.9% | 13,771 | -4.1% | 0.19% | -10.2% |
Q4 2021 | $788,000 | +0.3% | 14,354 | 0.0% | 0.22% | -8.1% |
Q3 2021 | $786,000 | -1.0% | 14,354 | 0.0% | 0.24% | +8.3% |
Q2 2021 | $794,000 | -26.6% | 14,354 | -27.5% | 0.22% | -4.0% |
Q1 2021 | $1,082,000 | -14.4% | 19,797 | -13.6% | 0.23% | -19.9% |
Q4 2020 | $1,264,000 | +1.4% | 22,907 | 0.0% | 0.28% | -11.9% |
Q3 2020 | $1,247,000 | +0.6% | 22,907 | 0.0% | 0.32% | +8.5% |
Q2 2020 | $1,240,000 | +2.3% | 22,907 | 0.0% | 0.30% | -17.4% |
Q1 2020 | $1,212,000 | +4.7% | 22,907 | +5.9% | 0.36% | +22.3% |
Q4 2019 | $1,158,000 | +49.0% | 21,626 | +49.3% | 0.29% | +37.1% |
Q3 2019 | $777,000 | +1.0% | 14,486 | 0.0% | 0.21% | -4.1% |
Q2 2019 | $769,000 | +13.1% | 14,486 | +11.1% | 0.22% | +3.3% |
Q1 2019 | $680,000 | +17.0% | 13,036 | +14.6% | 0.22% | -6.5% |
Q4 2018 | $581,000 | -5.2% | 11,376 | -6.3% | 0.23% | +5.0% |
Q3 2018 | $613,000 | -1.0% | 12,144 | 0.0% | 0.22% | -6.8% |
Q2 2018 | $619,000 | +0.3% | 12,144 | -0.0% | 0.24% | -10.6% |
Q1 2018 | $617,000 | -18.4% | 12,145 | -17.0% | 0.26% | -16.2% |
Q4 2017 | $756,000 | – | 14,627 | – | 0.31% | – |
Download |
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% |