VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 250 filers reported holding VANGUARD MUN BD FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,343,000 | -1.2% | 44,300 | 0.0% | 2.04% | +27.1% |
| Q4 2019 | $2,372,000 | +2.4% | 44,300 | +2.5% | 1.60% | -8.4% |
| Q3 2019 | $2,316,000 | +1.0% | 43,200 | 0.0% | 1.75% | +0.6% |
| Q2 2019 | $2,293,000 | +1.8% | 43,200 | 0.0% | 1.74% | -6.2% |
| Q1 2019 | $2,253,000 | +8.2% | 43,200 | +5.9% | 1.86% | -16.1% |
| Q4 2018 | $2,083,000 | – | 40,800 | – | 2.21% | – |
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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% |