VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 383 filers reported holding VANGUARD MUN BD FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $329,000 | -4.1% | 6,600 | -0.9% | 0.19% | +17.6% |
| Q1 2022 | $343,000 | -6.3% | 6,661 | 0.0% | 0.16% | -0.6% |
| Q4 2021 | $366,000 | +0.3% | 6,661 | 0.0% | 0.16% | -4.8% |
| Q3 2021 | $365,000 | -0.8% | 6,661 | 0.0% | 0.17% | -2.3% |
| Q2 2021 | $368,000 | -87.5% | 6,661 | -88.0% | 0.17% | -93.4% |
| Q1 2020 | $2,944,000 | -3.3% | 55,659 | -2.1% | 2.59% | +156.0% |
| Q4 2019 | $3,044,000 | +17.1% | 56,855 | +16.1% | 1.01% | +12.1% |
| Q2 2019 | $2,599,000 | 0.0% | 48,976 | 0.0% | 0.90% | 0.0% |
| Q1 2019 | $2,599,000 | +156.1% | 48,976 | +146.2% | 0.90% | +137.6% |
| Q4 2018 | $1,015,000 | – | 19,890 | – | 0.38% | – |
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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% |