VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,586 | +84.5% | 22,902 | +92.6% | 0.00% | +300.0% |
| Q2 2023 | $597,066 | -9.5% | 11,889 | -8.7% | 0.00% | -92.3% |
| Q1 2023 | $659,644 | +125.9% | 13,021 | +120.7% | 0.01% | +225.0% |
| Q4 2022 | $292,047 | -53.3% | 5,901 | -54.6% | 0.00% | -50.0% |
| Q3 2022 | $626,000 | -3.2% | 13,009 | -49.1% | 0.01% | 0.0% |
| Q2 2022 | $647,000 | -67.8% | 25,545 | -34.4% | 0.01% | -61.9% |
| Q1 2022 | $2,007,000 | -5.8% | 38,926 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $2,131,000 | +183.4% | 38,818 | +183.0% | 0.02% | +110.0% |
| Q3 2021 | $752,000 | -0.5% | 13,719 | +0.3% | 0.01% | -9.1% |
| Q2 2021 | $756,000 | – | 13,674 | – | 0.01% | – |
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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% |