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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,493,873 | -0.4% | 384,488 | +4.0% | 8.45% | +2.0% |
| Q2 2023 | $18,572,009 | +13.9% | 369,813 | +14.9% | 8.28% | +5.7% |
| Q1 2023 | $16,305,580 | +5.0% | 321,863 | +2.6% | 7.83% | -3.7% |
| Q4 2022 | $15,528,873 | -17.9% | 313,778 | -20.1% | 8.14% | -24.3% |
| Q3 2022 | $18,913,000 | +13.9% | 392,873 | +18.1% | 10.75% | +18.2% |
| Q2 2022 | $16,609,000 | +446.0% | 332,716 | +463.8% | 9.09% | +497.5% |
| Q1 2022 | $3,042,000 | +57.8% | 59,013 | +68.1% | 1.52% | +66.7% |
| Q4 2021 | $1,928,000 | +12.3% | 35,105 | +12.0% | 0.91% | +3.5% |
| Q3 2021 | $1,717,000 | +19.9% | 31,348 | +21.1% | 0.88% | +18.5% |
| Q2 2021 | $1,432,000 | +44.2% | 25,895 | +42.6% | 0.74% | +33.6% |
| Q1 2021 | $993,000 | +224.5% | 18,165 | +228.1% | 0.56% | +202.7% |
| Q4 2020 | $306,000 | – | 5,537 | – | 0.18% | – |
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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% |