VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $260,000 | -7.1% | 5,038 | -1.1% | 0.34% | -30.2% |
| Q4 2021 | $280,000 | -0.4% | 5,092 | -0.9% | 0.48% | -1.4% |
| Q3 2021 | $281,000 | -5.4% | 5,138 | -4.2% | 0.49% | -7.2% |
| Q2 2021 | $297,000 | -31.7% | 5,365 | -32.6% | 0.52% | -18.9% |
| Q1 2021 | $435,000 | -45.5% | 7,955 | -45.0% | 0.65% | -10.9% |
| Q4 2020 | $798,000 | +2.3% | 14,463 | +1.0% | 0.73% | -2.0% |
| Q3 2020 | $780,000 | -2.0% | 14,322 | -2.7% | 0.74% | -3.0% |
| Q2 2020 | $796,000 | -32.9% | 14,721 | -34.3% | 0.76% | -54.8% |
| Q1 2020 | $1,186,000 | -8.8% | 22,421 | -7.6% | 1.69% | +32.2% |
| Q4 2019 | $1,300,000 | – | 24,273 | – | 1.28% | – |
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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% |