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 | $19,613,990 | +21.6% | 407,775 | +27.0% | 0.35% | +25.4% |
| Q2 2023 | $16,130,089 | +107426.8% | 321,189 | +8.5% | 0.28% | -10.7% |
| Q1 2023 | $15,001 | +277.7% | 296,108 | +269.0% | 0.31% | +186.1% |
| Q4 2022 | $3,972 | -99.8% | 80,254 | +111.8% | 0.11% | +86.2% |
| Q3 2022 | $1,825,000 | +3.9% | 37,900 | +7.7% | 0.06% | +5.5% |
| Q2 2022 | $1,757,000 | +36.9% | 35,190 | +41.4% | 0.06% | +41.0% |
| Q1 2022 | $1,283,000 | -14.4% | 24,886 | -8.9% | 0.04% | -13.3% |
| Q4 2021 | $1,499,000 | -52.1% | 27,307 | -52.2% | 0.04% | -55.9% |
| Q3 2021 | $3,129,000 | -9.1% | 57,131 | -8.2% | 0.10% | -16.4% |
| Q2 2021 | $3,442,000 | -8.8% | 62,246 | -9.9% | 0.12% | -21.3% |
| Q1 2021 | $3,774,000 | -3.3% | 69,073 | -2.4% | 0.16% | -16.2% |
| Q4 2020 | $3,904,000 | +23.3% | 70,745 | +21.7% | 0.18% | -5.1% |
| Q3 2020 | $3,166,000 | +328.4% | 58,149 | +321.1% | 0.20% | +214.5% |
| Q4 2019 | $739,000 | – | 13,809 | – | 0.06% | – |
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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% |