VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $863,155 | +21.1% | 17,945 | +26.5% | 0.24% | +18.3% |
| Q2 2023 | $712,622 | +26.6% | 14,190 | +27.7% | 0.20% | +11.0% |
| Q1 2023 | $563,086 | +9.1% | 11,115 | +6.6% | 0.18% | -2.7% |
| Q4 2022 | $515,933 | +29.6% | 10,425 | +26.1% | 0.19% | +17.6% |
| Q3 2022 | $398,000 | +86.9% | 8,270 | +93.5% | 0.16% | +87.1% |
| Q2 2022 | $213,000 | -13.8% | 4,275 | -10.8% | 0.08% | +6.2% |
| Q1 2022 | $247,000 | -21.6% | 4,790 | -16.6% | 0.08% | -18.4% |
| Q4 2021 | $315,000 | +28.0% | 5,745 | +28.0% | 0.10% | +12.6% |
| Q3 2021 | $246,000 | +13.4% | 4,490 | +14.5% | 0.09% | +8.8% |
| Q2 2021 | $217,000 | – | 3,920 | – | 0.08% | – |
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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% |