VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $309,000 | -17.4% | 6,184 | -14.9% | 0.04% | +7.9% |
| Q1 2022 | $374,000 | -11.8% | 7,264 | -6.0% | 0.04% | -7.3% |
| Q4 2021 | $424,000 | +8.2% | 7,729 | +8.1% | 0.04% | -4.7% |
| Q3 2021 | $392,000 | -0.5% | 7,152 | +0.3% | 0.04% | -4.4% |
| Q2 2021 | $394,000 | +71.3% | 7,129 | +69.2% | 0.04% | +50.0% |
| Q1 2021 | $230,000 | -0.9% | 4,213 | +0.3% | 0.03% | -9.1% |
| Q4 2020 | $232,000 | +2.2% | 4,202 | +0.6% | 0.03% | -17.5% |
| Q3 2020 | $227,000 | +0.9% | 4,179 | +0.5% | 0.04% | -9.1% |
| Q2 2020 | $225,000 | +2.7% | 4,160 | +0.5% | 0.04% | -13.7% |
| Q1 2020 | $219,000 | – | 4,140 | – | 0.05% | – |
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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% |