VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,227,287 | +50.1% | 129,465 | +56.7% | 0.26% | +48.3% |
Q2 2023 | $4,148,249 | +6.7% | 82,602 | +7.6% | 0.17% | -3.9% |
Q1 2023 | $3,889,160 | +3.4% | 76,770 | +1.1% | 0.18% | -5.7% |
Q4 2022 | $3,759,466 | -4.7% | 75,964 | -7.3% | 0.19% | -13.1% |
Q3 2022 | $3,944,000 | +41.2% | 81,924 | +46.4% | 0.22% | +44.4% |
Q2 2022 | $2,793,000 | -20.2% | 55,953 | -16.7% | 0.15% | -25.0% |
Q1 2022 | $3,499,000 | -3.4% | 67,174 | +1.8% | 0.20% | -8.9% |
Q4 2021 | $3,622,000 | +15.2% | 65,992 | +15.0% | 0.22% | +3.2% |
Q3 2021 | $3,143,000 | +14.4% | 57,386 | +15.5% | 0.22% | +6.9% |
Q2 2021 | $2,747,000 | +478.3% | 49,687 | +471.7% | 0.20% | +341.3% |
Q1 2021 | $475,000 | -5.0% | 8,691 | -4.0% | 0.05% | -11.5% |
Q4 2020 | $500,000 | +11.6% | 9,055 | +9.9% | 0.05% | -5.5% |
Q3 2020 | $448,000 | +103.6% | 8,237 | +102.1% | 0.06% | +52.8% |
Q2 2020 | $220,000 | – | 4,075 | – | 0.04% | – |
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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% |