VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,185,826 | -3.4% | 1,355,215 | +0.9% | 10.70% | -1.1% |
| Q2 2023 | $67,468,246 | +4.9% | 1,343,453 | +957.5% | 10.82% | -4.7% |
| Q1 2023 | $64,345,441 | +3.6% | 127,043 | -89.9% | 11.36% | -3.6% |
| Q4 2022 | $62,137,348 | +15.7% | 1,255,554 | +12.6% | 11.78% | +2.5% |
| Q3 2022 | $53,693,000 | +6955.6% | 1,115,346 | +7451.4% | 11.50% | +7131.4% |
| Q1 2022 | $761,000 | -5.6% | 14,770 | +0.6% | 0.16% | -1.9% |
| Q4 2021 | $806,000 | – | 14,679 | – | 0.16% | – |
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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% |