VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 404 filers reported holding VANGUARD MUN BD FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $269,131 | -13.3% | 5,595 | -9.5% | 0.16% | -10.6% |
Q2 2023 | $310,406 | -22.3% | 6,181 | -21.7% | 0.18% | -25.9% |
Q1 2023 | $399,732 | +4.5% | 7,890 | +2.1% | 0.24% | +4.3% |
Q4 2022 | $382,601 | -64.1% | 7,731 | -65.1% | 0.23% | -68.7% |
Q3 2022 | $1,067,000 | -3.8% | 22,172 | -0.2% | 0.74% | +0.8% |
Q2 2022 | $1,109,000 | +0.1% | 22,209 | +3.3% | 0.74% | +12.2% |
Q1 2022 | $1,108,000 | -5.9% | 21,502 | +0.3% | 0.66% | +0.9% |
Q4 2021 | $1,178,000 | +1.6% | 21,445 | +1.2% | 0.65% | -7.3% |
Q3 2021 | $1,160,000 | +1.4% | 21,181 | +2.4% | 0.70% | +2.2% |
Q2 2021 | $1,144,000 | +19.3% | 20,694 | +17.9% | 0.69% | +11.5% |
Q1 2021 | $959,000 | -2.9% | 17,556 | -2.0% | 0.62% | -8.6% |
Q4 2020 | $988,000 | +1.9% | 17,908 | +0.6% | 0.68% | -10.6% |
Q3 2020 | $970,000 | -1.4% | 17,809 | -2.0% | 0.76% | -8.8% |
Q2 2020 | $984,000 | -20.1% | 18,169 | -21.9% | 0.83% | -33.7% |
Q1 2020 | $1,231,000 | -15.2% | 23,262 | -14.2% | 1.25% | +6.6% |
Q4 2019 | $1,452,000 | +8.4% | 27,119 | +8.6% | 1.17% | +1.1% |
Q3 2019 | $1,339,000 | – | 24,969 | – | 1.16% | – |
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% |