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 2022 | $917,000 | -12.5% | 19,040 | -9.3% | 0.08% | -17.6% |
| Q2 2022 | $1,048,000 | -10.8% | 21,002 | -7.9% | 0.09% | +12.3% |
| Q1 2022 | $1,175,000 | +6.2% | 22,798 | +13.2% | 0.08% | +3.8% |
| Q4 2021 | $1,106,000 | +0.2% | 20,148 | 0.0% | 0.08% | -11.4% |
| Q3 2021 | $1,104,000 | -1.0% | 20,148 | -0.1% | 0.09% | -1.1% |
| Q2 2021 | $1,115,000 | +5.8% | 20,171 | +4.5% | 0.09% | +1.1% |
| Q1 2021 | $1,054,000 | -12.0% | 19,295 | -11.1% | 0.09% | -12.9% |
| Q4 2020 | $1,198,000 | +1.4% | 21,699 | 0.0% | 0.10% | -14.4% |
| Q3 2020 | $1,181,000 | -21.8% | 21,699 | -22.2% | 0.12% | -25.3% |
| Q2 2020 | $1,510,000 | -20.3% | 27,898 | -22.1% | 0.16% | -30.1% |
| Q1 2020 | $1,894,000 | -8.3% | 35,803 | -7.1% | 0.23% | +12.4% |
| Q4 2019 | $2,065,000 | -0.1% | 38,560 | 0.0% | 0.20% | -3.8% |
| Q3 2019 | $2,068,000 | -3.0% | 38,560 | -4.0% | 0.21% | +2.0% |
| Q2 2019 | $2,131,000 | +1.7% | 40,163 | 0.0% | 0.20% | -0.5% |
| Q1 2019 | $2,095,000 | +2.1% | 40,163 | -0.0% | 0.21% | -7.6% |
| Q4 2018 | $2,051,000 | – | 40,168 | – | 0.22% | – |
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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% |