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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,434,000 | -3.3% | 194,881 | -3.1% | 7.17% | -6.3% |
| Q3 2019 | $10,788,000 | +1.0% | 201,194 | -0.1% | 7.66% | +2.6% |
| Q2 2019 | $10,685,000 | -1.0% | 201,339 | -2.7% | 7.46% | -15.4% |
| Q1 2019 | $10,793,000 | +6.4% | 206,962 | +4.2% | 8.81% | -4.8% |
| Q4 2018 | $10,141,000 | +303.1% | 198,642 | +298.7% | 9.26% | +347.0% |
| Q3 2018 | $2,516,000 | -20.3% | 49,819 | -19.6% | 2.07% | -24.1% |
| Q2 2018 | $3,158,000 | -0.2% | 61,944 | -0.5% | 2.73% | +3.3% |
| Q1 2018 | $3,163,000 | +0.4% | 62,249 | +2.1% | 2.64% | +0.2% |
| Q4 2017 | $3,150,000 | – | 60,965 | – | 2.64% | – |
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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% |