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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $407,560 | -30.1% | 8,115 | -30.0% | 0.01% | -45.8% |
| Q2 2022 | $583,000 | +11.5% | 11,597 | +12.3% | 0.02% | +20.0% |
| Q1 2022 | $523,000 | -33.6% | 10,324 | -28.6% | 0.02% | -33.3% |
| Q4 2021 | $788,000 | -6.0% | 14,462 | -5.6% | 0.03% | -18.9% |
| Q3 2021 | $838,000 | +17.7% | 15,315 | +19.2% | 0.04% | +8.8% |
| Q2 2021 | $712,000 | +1.1% | 12,848 | -0.1% | 0.03% | -17.1% |
| Q1 2021 | $704,000 | – | 12,863 | – | 0.04% | – |
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% |