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 | $384,656 | -2.3% | 7,997 | +2.0% | 0.09% | +1.1% |
| Q2 2023 | $393,875 | -8.6% | 7,843 | -7.8% | 0.09% | -11.5% |
| Q1 2023 | $430,863 | -67.4% | 8,505 | -68.1% | 0.10% | -69.6% |
| Q4 2022 | $1,319,651 | +54.3% | 26,665 | +50.1% | 0.34% | +42.5% |
| Q3 2022 | $855,000 | -48.4% | 17,767 | -46.4% | 0.24% | -48.9% |
| Q2 2022 | $1,656,000 | +114.8% | 33,169 | +121.7% | 0.47% | +117.6% |
| Q1 2022 | $771,000 | – | 14,963 | – | 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% |