VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,220,048 | -8.8% | 420,375 | -4.8% | 9.86% | -1.6% |
| Q2 2023 | $22,183,252 | -1.0% | 441,721 | -0.1% | 10.02% | -4.2% |
| Q1 2023 | $22,410,113 | +157340.7% | 442,363 | +53.8% | 10.46% | +44.9% |
| Q4 2022 | $14,234 | -99.9% | 287,609 | -0.0% | 7.22% | -0.3% |
| Q3 2022 | $13,847,000 | +3097.9% | 287,639 | +3217.3% | 7.24% | +3207.8% |
| Q2 2022 | $433,000 | -97.6% | 8,671 | -97.5% | 0.22% | -97.2% |
| Q1 2022 | $17,814,000 | +3.9% | 345,575 | +10.7% | 7.73% | +6.1% |
| Q4 2021 | $17,145,000 | +5.9% | 312,246 | +5.4% | 7.29% | -2.9% |
| Q1 2021 | $16,185,000 | +46.1% | 296,215 | +47.6% | 7.50% | +29.1% |
| Q4 2020 | $11,080,000 | +8.3% | 200,753 | +6.8% | 5.81% | +5.8% |
| Q3 2020 | $10,230,000 | +179.7% | 187,904 | +178.2% | 5.50% | +151.8% |
| Q2 2020 | $3,657,000 | – | 67,541 | – | 2.18% | – |
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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% |