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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,253,579 | -0.8% | 46,852 | +3.6% | 0.51% | +0.8% |
| Q2 2023 | $2,271,633 | +14.8% | 45,234 | +15.8% | 0.51% | +5.6% |
| Q1 2023 | $1,978,513 | +29.0% | 39,055 | +26.0% | 0.48% | +10.3% |
| Q4 2022 | $1,534,088 | +261.8% | 30,998 | +251.7% | 0.44% | +186.3% |
| Q3 2022 | $424,000 | +21.5% | 8,815 | +28.3% | 0.15% | +34.2% |
| Q1 2022 | $349,000 | -10.5% | 6,871 | -4.8% | 0.11% | -19.1% |
| Q4 2021 | $390,000 | +4.6% | 7,218 | +6.0% | 0.14% | -2.8% |
| Q3 2021 | $373,000 | -14.3% | 6,807 | -13.4% | 0.14% | -19.0% |
| Q2 2021 | $435,000 | +0.5% | 7,858 | 0.0% | 0.18% | -6.3% |
| Q1 2021 | $433,000 | -0.2% | 7,858 | 0.0% | 0.19% | -18.0% |
| Q4 2020 | $434,000 | +1.9% | 7,858 | 0.0% | 0.23% | -15.0% |
| Q3 2020 | $426,000 | +0.2% | 7,858 | 0.0% | 0.27% | -19.2% |
| Q2 2020 | $425,000 | +2.2% | 7,858 | 0.0% | 0.34% | -25.5% |
| Q1 2020 | $416,000 | -1.2% | 7,858 | 0.0% | 0.46% | +12.6% |
| Q4 2019 | $421,000 | – | 7,858 | – | 0.40% | – |
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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% |