VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $341,000 | -1.2% | 6,230 | 0.0% | 0.17% | -7.3% |
| Q2 2021 | $345,000 | -52.3% | 6,230 | -52.9% | 0.18% | -48.6% |
| Q1 2021 | $723,000 | +9.9% | 13,230 | +10.9% | 0.35% | +1.5% |
| Q4 2020 | $658,000 | +23.9% | 11,930 | +22.4% | 0.34% | +12.1% |
| Q3 2020 | $531,000 | +21.8% | 9,750 | +21.1% | 0.31% | +19.1% |
| Q2 2020 | $436,000 | +22.1% | 8,050 | +19.3% | 0.26% | +0.8% |
| Q1 2020 | $357,000 | -58.4% | 6,750 | -57.9% | 0.26% | -51.3% |
| Q4 2019 | $859,000 | -7.6% | 16,050 | -7.5% | 0.52% | -13.8% |
| Q3 2019 | $930,000 | +3.9% | 17,350 | +2.9% | 0.61% | +2.9% |
| Q2 2019 | $895,000 | +0.7% | 16,860 | -1.1% | 0.59% | +9.6% |
| Q1 2019 | $889,000 | -41.0% | 17,040 | -42.9% | 0.54% | -35.2% |
| Q3 2018 | $1,508,000 | +24.5% | 29,850 | +25.7% | 0.83% | +24.6% |
| Q2 2018 | $1,211,000 | +40.2% | 23,750 | +39.7% | 0.67% | +25.8% |
| Q1 2018 | $864,000 | – | 17,000 | – | 0.53% | – |
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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% |