VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $251,000 | -77.8% | 5,030 | -77.1% | 0.05% | -73.9% |
| Q1 2022 | $1,132,000 | -31.0% | 21,962 | -26.5% | 0.20% | -29.5% |
| Q4 2021 | $1,641,000 | -0.1% | 29,893 | -0.3% | 0.29% | -27.8% |
| Q3 2021 | $1,642,000 | -2.0% | 29,983 | -1.1% | 0.40% | -6.3% |
| Q2 2021 | $1,675,000 | +11.4% | 30,330 | +10.3% | 0.43% | +2.7% |
| Q1 2021 | $1,503,000 | -7.9% | 27,499 | -7.0% | 0.42% | -11.9% |
| Q4 2020 | $1,632,000 | -7.7% | 29,563 | -9.0% | 0.47% | -20.7% |
| Q3 2020 | $1,768,000 | -3.7% | 32,481 | -4.2% | 0.59% | -12.6% |
| Q2 2020 | $1,835,000 | +23.0% | 33,901 | +20.2% | 0.68% | +0.1% |
| Q1 2020 | $1,492,000 | +16.7% | 28,209 | +18.1% | 0.68% | +38.6% |
| Q4 2019 | $1,279,000 | +63.3% | 23,893 | +63.6% | 0.49% | +37.6% |
| Q3 2019 | $783,000 | – | 14,603 | – | 0.36% | – |
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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% |