VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,130,215 | -2.7% | 210,607 | +1.6% | 2.99% | +4.7% |
| Q2 2023 | $10,412,380 | +1.0% | 207,335 | +1.9% | 2.86% | -4.9% |
| Q1 2023 | $10,308,189 | -1.1% | 203,478 | -3.3% | 3.00% | -11.1% |
| Q4 2022 | $10,417,606 | -2.3% | 210,499 | -4.9% | 3.37% | -12.5% |
| Q3 2022 | $10,659,000 | -19.5% | 221,414 | -16.6% | 3.85% | -21.7% |
| Q2 2022 | $13,248,000 | -11.6% | 265,384 | -8.7% | 4.92% | +1.0% |
| Q1 2022 | $14,982,000 | -15.0% | 290,638 | -9.5% | 4.87% | -12.9% |
| Q4 2021 | $17,628,000 | -11.7% | 321,043 | -11.9% | 5.59% | -18.3% |
| Q3 2021 | $19,962,000 | +11.5% | 364,478 | +12.5% | 6.85% | +4.6% |
| Q2 2021 | $17,909,000 | +23.8% | 323,850 | +22.3% | 6.55% | +5.9% |
| Q1 2021 | $14,464,000 | +6.8% | 264,714 | +7.9% | 6.19% | -1.4% |
| Q4 2020 | $13,539,000 | +1.2% | 245,307 | -0.2% | 6.28% | -11.4% |
| Q3 2020 | $13,380,000 | +5.4% | 245,779 | +4.8% | 7.08% | -4.4% |
| Q2 2020 | $12,695,000 | +40.5% | 234,489 | +37.3% | 7.41% | -7.4% |
| Q1 2020 | $9,033,000 | +3126.1% | 170,765 | +3160.7% | 8.00% | +2311.1% |
| Q4 2019 | $280,000 | -3.4% | 5,237 | -2.5% | 0.33% | -18.4% |
| Q3 2019 | $290,000 | 0.0% | 5,371 | 0.0% | 0.41% | 0.0% |
| Q2 2019 | $290,000 | – | 5,371 | – | 0.41% | – |
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% |