VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,758,428 | -2.5% | 120,444 | +2.4% | 3.10% | +0.3% |
| Q2 2023 | $5,906,324 | +4.6% | 117,609 | +5.6% | 3.09% | -2.6% |
| Q1 2023 | $5,644,233 | +7.2% | 111,414 | +4.7% | 3.18% | -4.1% |
| Q4 2022 | $5,267,171 | +8.9% | 106,429 | +6.0% | 3.31% | -6.9% |
| Q3 2022 | $4,836,000 | 0.0% | 100,449 | +3.7% | 3.56% | +2.4% |
| Q2 2022 | $4,836,000 | +7.1% | 96,874 | +10.5% | 3.48% | +20.2% |
| Q1 2022 | $4,516,000 | +926.4% | 87,700 | +994.3% | 2.89% | +797.5% |
| Q4 2021 | $440,000 | – | 8,014 | – | 0.32% | – |
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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% |