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 | $18,382,088 | +1.4% | 382,164 | +5.9% | 1.60% | +3.1% |
| Q2 2023 | $18,127,009 | -17.0% | 360,952 | -16.3% | 1.55% | -21.6% |
| Q1 2023 | $21,834,358 | -2.0% | 430,998 | -4.3% | 1.97% | -6.7% |
| Q4 2022 | $22,285,891 | -23.9% | 450,311 | -25.9% | 2.12% | -30.1% |
| Q3 2022 | $29,271,000 | -8.3% | 608,039 | -4.9% | 3.03% | -1.9% |
| Q2 2022 | $31,911,000 | +255.4% | 639,244 | +267.0% | 3.08% | +311.2% |
| Q1 2022 | $8,978,000 | – | 174,168 | – | 0.75% | – |
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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% |