VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,961 | -51.2% | 20,623 | -49.1% | 0.15% | -51.3% |
| Q2 2023 | $2,034,005 | -2.9% | 40,502 | -2.0% | 0.31% | -9.5% |
| Q1 2023 | $2,094,279 | +27.4% | 41,340 | +24.5% | 0.34% | +7.3% |
| Q4 2022 | $1,643,756 | +116.0% | 33,214 | +110.2% | 0.32% | +108.6% |
| Q3 2022 | $761,000 | -47.4% | 15,801 | -45.5% | 0.15% | -47.4% |
| Q2 2022 | $1,446,000 | -1.0% | 28,972 | +2.3% | 0.29% | +22.6% |
| Q1 2022 | $1,461,000 | -6.3% | 28,333 | -0.2% | 0.23% | -10.0% |
| Q4 2021 | $1,560,000 | +147.6% | 28,403 | +146.9% | 0.26% | +53.8% |
| Q3 2021 | $630,000 | -58.5% | 11,504 | -58.1% | 0.17% | -29.0% |
| Q2 2021 | $1,519,000 | +42.1% | 27,469 | +40.3% | 0.24% | +24.0% |
| Q1 2021 | $1,069,000 | -40.3% | 19,572 | -39.7% | 0.19% | -41.8% |
| Q4 2020 | $1,790,000 | +174.1% | 32,434 | +170.5% | 0.33% | +44.1% |
| Q3 2020 | $653,000 | +9.4% | 11,990 | +8.6% | 0.23% | -16.7% |
| Q2 2020 | $597,000 | -0.7% | 11,036 | -2.8% | 0.28% | -25.3% |
| Q1 2020 | $601,000 | -1.2% | 11,359 | 0.0% | 0.37% | +24.3% |
| Q4 2019 | $608,000 | -0.2% | 11,359 | 0.0% | 0.30% | -8.4% |
| Q3 2019 | $609,000 | -0.7% | 11,359 | -1.6% | 0.32% | -9.0% |
| Q2 2019 | $613,000 | -15.8% | 11,545 | -17.3% | 0.36% | -12.8% |
| Q1 2019 | $728,000 | +2.2% | 13,954 | 0.0% | 0.41% | -16.1% |
| Q4 2018 | $712,000 | -27.4% | 13,954 | -28.2% | 0.48% | -13.4% |
| Q3 2018 | $981,000 | -27.1% | 19,425 | -26.4% | 0.56% | -31.8% |
| Q2 2018 | $1,346,000 | -6.7% | 26,400 | -7.0% | 0.82% | -10.3% |
| Q1 2018 | $1,443,000 | +4.2% | 28,400 | +5.8% | 0.92% | +8.5% |
| Q4 2017 | $1,385,000 | – | 26,850 | – | 0.84% | – |
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% |