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 | $4,983,266 | -13.8% | 103,602 | -10.0% | 1.99% | -10.1% |
| Q2 2023 | $5,782,872 | +1.8% | 115,151 | +0.3% | 2.21% | -8.4% |
| Q4 2022 | $5,680,775 | +44.4% | 114,786 | +40.4% | 2.41% | +37.2% |
| Q3 2022 | $3,935,000 | +5.8% | 81,742 | +9.7% | 1.76% | +0.7% |
| Q2 2022 | $3,720,000 | +4.1% | 74,518 | +7.5% | 1.75% | +20.4% |
| Q1 2022 | $3,572,000 | -5.8% | 69,288 | +0.4% | 1.45% | -2.0% |
| Q4 2021 | $3,791,000 | +15.6% | 69,032 | +15.3% | 1.48% | +9.5% |
| Q3 2021 | $3,280,000 | +18.8% | 59,889 | +19.9% | 1.35% | +22.7% |
| Q2 2021 | $2,762,000 | +1.5% | 49,951 | +0.3% | 1.10% | -3.6% |
| Q1 2021 | $2,722,000 | -1.0% | 49,814 | 0.0% | 1.14% | -5.6% |
| Q4 2020 | $2,749,000 | +10.2% | 49,814 | +8.7% | 1.21% | -18.0% |
| Q3 2020 | $2,494,000 | -4.8% | 45,813 | -5.4% | 1.48% | -14.4% |
| Q2 2020 | $2,621,000 | +8.5% | 48,416 | +6.0% | 1.72% | -21.3% |
| Q1 2020 | $2,416,000 | – | 45,663 | – | 2.19% | – |
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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% |