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 | $4,955,118 | -12.7% | 103,017 | -8.8% | 1.99% | -10.7% |
Q2 2023 | $5,673,253 | -12.9% | 112,968 | -12.2% | 2.23% | -8.4% |
Q1 2023 | $6,516,396 | -7.0% | 128,630 | -9.1% | 2.44% | -14.4% |
Q4 2022 | $7,005,408 | +182.4% | 141,552 | +174.7% | 2.85% | +188.6% |
Q3 2022 | $2,481,000 | -57.7% | 51,530 | -56.2% | 0.99% | -56.2% |
Q2 2022 | $5,871,000 | +13.5% | 117,617 | +17.2% | 2.25% | +23.3% |
Q1 2022 | $5,174,000 | – | 100,378 | – | 1.83% | – |
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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% |