VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,791,533 | +29.1% | 37,246 | +34.8% | 0.18% | +32.1% |
| Q2 2023 | $1,387,378 | -38.0% | 27,626 | -37.5% | 0.14% | -40.4% |
| Q1 2023 | $2,238,615 | +1510.5% | 44,189 | +1534.8% | 0.24% | +1205.6% |
| Q1 2022 | $139,000 | -87.4% | 2,703 | -86.5% | 0.02% | -87.8% |
| Q3 2021 | $1,100,000 | -1.0% | 20,085 | 0.0% | 0.15% | +0.7% |
| Q2 2021 | $1,111,000 | -81.5% | 20,085 | -81.8% | 0.15% | -82.9% |
| Q1 2021 | $6,021,000 | -51.7% | 110,197 | -51.2% | 0.86% | -54.0% |
| Q4 2020 | $12,456,000 | +1.3% | 225,700 | -0.1% | 1.86% | -10.0% |
| Q3 2020 | $12,297,000 | -17.8% | 225,873 | -18.3% | 2.07% | -22.5% |
| Q2 2020 | $14,965,000 | +92.9% | 276,413 | +88.5% | 2.67% | +56.6% |
| Q1 2020 | $7,756,000 | +60.6% | 146,614 | +62.8% | 1.71% | +61.2% |
| Q4 2019 | $4,829,000 | -2.9% | 90,069 | -2.9% | 1.06% | -6.0% |
| Q3 2019 | $4,974,000 | -0.5% | 92,767 | -1.5% | 1.13% | +0.6% |
| Q2 2019 | $5,000,000 | +1.1% | 94,207 | -0.7% | 1.12% | -15.5% |
| Q1 2019 | $4,946,000 | +1.4% | 94,839 | -0.7% | 1.32% | -21.3% |
| Q4 2018 | $4,876,000 | – | 95,509 | – | 1.68% | – |
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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% |