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 | $123,000 | -45.3% | 2,471 | -43.4% | 0.09% | -36.5% |
| Q1 2022 | $225,000 | -14.8% | 4,363 | -9.3% | 0.14% | -18.5% |
| Q4 2021 | $264,000 | +340.0% | 4,813 | +337.5% | 0.17% | +366.7% |
| Q3 2021 | $60,000 | +3.4% | 1,100 | +4.8% | 0.04% | +2.9% |
| Q2 2021 | $58,000 | +625.0% | 1,050 | +600.0% | 0.04% | +775.0% |
| Q1 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | -22.2% |
| Q1 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | -94.7% | 150 | -98.1% | 0.01% | -27.3% |
| Q1 2019 | $150,000 | – | 7,792 | – | 0.01% | – |
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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% |