VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,452 | -14.4% | 4,604 | -10.6% | 0.05% | -13.6% |
| Q2 2023 | $258,633 | -0.9% | 5,150 | 0.0% | 0.06% | -9.2% |
| Q1 2023 | $260,899 | +2.4% | 5,150 | 0.0% | 0.06% | -7.1% |
| Q4 2022 | $254,874 | -75.8% | 5,150 | -73.2% | 0.07% | -74.4% |
| Q3 2021 | $1,052,000 | -0.9% | 19,200 | 0.0% | 0.27% | -3.2% |
| Q2 2021 | $1,062,000 | +1.2% | 19,200 | 0.0% | 0.28% | -9.6% |
| Q1 2021 | $1,049,000 | -5.3% | 19,200 | -4.4% | 0.31% | -15.0% |
| Q4 2020 | $1,108,000 | +1.4% | 20,085 | 0.0% | 0.37% | -19.3% |
| Q3 2020 | $1,093,000 | +5.8% | 20,085 | +5.2% | 0.46% | -0.4% |
| Q2 2020 | $1,033,000 | +2.3% | 19,085 | 0.0% | 0.46% | -10.0% |
| Q1 2020 | $1,010,000 | -22.1% | 19,085 | -21.2% | 0.51% | -3.8% |
| Q4 2019 | $1,296,000 | -0.2% | 24,210 | 0.0% | 0.53% | -2.9% |
| Q3 2019 | $1,298,000 | +6.0% | 24,210 | +5.0% | 0.54% | -1.3% |
| Q2 2019 | $1,224,000 | +1.7% | 23,060 | 0.0% | 0.55% | -4.7% |
| Q1 2019 | $1,203,000 | +2.2% | 23,060 | 0.0% | 0.58% | -13.1% |
| Q4 2018 | $1,177,000 | +15.4% | 23,060 | +14.2% | 0.66% | +30.6% |
| Q3 2018 | $1,020,000 | +9.9% | 20,200 | +11.0% | 0.51% | +2.8% |
| Q2 2018 | $928,000 | +0.3% | 18,200 | 0.0% | 0.50% | -0.8% |
| Q1 2018 | $925,000 | -1.6% | 18,200 | 0.0% | 0.50% | +2.3% |
| Q4 2017 | $940,000 | 0.0% | 18,200 | 0.0% | 0.49% | -6.2% |
| Q3 2017 | $940,000 | +0.6% | 18,200 | 0.0% | 0.52% | -7.0% |
| Q2 2017 | $934,000 | +127.8% | 18,200 | +124.7% | 0.56% | +105.5% |
| Q1 2017 | $410,000 | +0.7% | 8,100 | 0.0% | 0.27% | -7.2% |
| Q4 2016 | $407,000 | – | 8,100 | – | 0.29% | – |
Download | ||||||
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% |