VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 270 filers reported holding VANGUARD MUN BD FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,688,654 | +3.7% | 222,217 | +8.3% | 3.48% | +6.2% |
| Q2 2023 | $10,305,198 | +17.0% | 205,201 | +18.1% | 3.28% | +12.2% |
| Q1 2023 | $8,805,108 | +17.8% | 173,808 | +15.1% | 2.92% | +8.9% |
| Q4 2022 | $7,476,238 | +12.0% | 151,066 | +8.9% | 2.68% | +5.7% |
| Q3 2022 | $6,677,000 | -2.1% | 138,704 | +1.5% | 2.54% | +4.3% |
| Q2 2022 | $6,823,000 | +0.5% | 136,673 | +3.8% | 2.44% | +12.4% |
| Q1 2022 | $6,788,000 | +7.7% | 131,671 | +14.7% | 2.17% | +10.0% |
| Q4 2021 | $6,301,000 | +5.0% | 114,748 | +4.7% | 1.97% | -1.7% |
| Q3 2021 | $6,000,000 | +5.9% | 109,557 | +6.9% | 2.00% | +10.4% |
| Q2 2021 | $5,667,000 | +5.9% | 102,485 | +4.7% | 1.82% | -3.0% |
| Q1 2021 | $5,349,000 | +5.4% | 97,902 | +6.5% | 1.87% | -3.4% |
| Q4 2020 | $5,074,000 | +9.3% | 91,929 | +7.8% | 1.94% | +1.9% |
| Q3 2020 | $4,644,000 | +8.1% | 85,303 | +7.5% | 1.90% | -4.8% |
| Q2 2020 | $4,295,000 | +1.8% | 79,331 | -0.5% | 2.00% | -12.8% |
| Q1 2020 | $4,217,000 | +2.6% | 79,710 | +3.8% | 2.29% | +28.6% |
| Q4 2019 | $4,112,000 | +12.5% | 76,804 | +12.7% | 1.78% | +2.4% |
| Q3 2019 | $3,656,000 | +16.2% | 68,178 | +15.0% | 1.74% | +15.6% |
| Q2 2019 | $3,147,000 | +20.4% | 59,293 | +18.3% | 1.50% | +14.1% |
| Q1 2019 | $2,614,000 | +50.8% | 50,125 | +47.6% | 1.32% | +31.6% |
| Q4 2018 | $1,733,000 | – | 33,949 | – | 1.00% | – |
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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% |