VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 743 filers reported holding VANGUARD MUN BD FDS in Q3 2022. The put-call ratio across all filers is 0.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,988,979 | -9.0% | 124,511 | -5.0% | 1.83% | -3.7% |
| Q2 2023 | $6,579,674 | -8.0% | 131,017 | -7.2% | 1.90% | -10.0% |
| Q1 2023 | $7,154,560 | +2.0% | 141,227 | -0.4% | 2.11% | -6.4% |
| Q4 2022 | $7,016,890 | +46.5% | 141,784 | +42.5% | 2.25% | +25.7% |
| Q3 2022 | $4,789,000 | +16.3% | 99,485 | +20.6% | 1.79% | +19.8% |
| Q2 2022 | $4,117,000 | +68.0% | 82,465 | +73.5% | 1.50% | +46.0% |
| Q1 2022 | $2,451,000 | – | 47,538 | – | 1.02% | – |
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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% |