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 | $798,284 | +29.7% | 16,732 | +36.2% | 0.36% | +32.0% |
| Q2 2023 | $615,702 | -3.4% | 12,287 | -2.4% | 0.27% | -11.1% |
| Q1 2023 | $637,505 | +20.0% | 12,584 | +19.0% | 0.31% | +7.0% |
| Q4 2022 | $531,333 | -26.6% | 10,578 | -29.7% | 0.29% | -33.6% |
| Q3 2022 | $724,000 | -37.4% | 15,048 | -34.7% | 0.43% | -33.2% |
| Q2 2022 | $1,156,000 | +16.5% | 23,047 | +18.8% | 0.64% | +30.6% |
| Q1 2022 | $992,000 | +20.1% | 19,396 | +28.9% | 0.49% | +12.8% |
| Q4 2021 | $826,000 | +0.4% | 15,046 | 0.0% | 0.44% | -10.4% |
| Q3 2021 | $823,000 | -2.1% | 15,046 | -0.8% | 0.49% | -3.2% |
| Q2 2021 | $841,000 | 0.0% | 15,171 | -1.5% | 0.50% | -10.6% |
| Q1 2021 | $841,000 | -2.0% | 15,396 | -1.0% | 0.56% | -11.7% |
| Q4 2020 | $858,000 | +7.2% | 15,546 | +5.6% | 0.64% | -1.4% |
| Q3 2020 | $800,000 | +0.1% | 14,717 | -0.3% | 0.65% | -11.0% |
| Q2 2020 | $799,000 | +37.3% | 14,759 | +34.1% | 0.73% | +15.0% |
| Q1 2020 | $582,000 | – | 11,008 | – | 0.63% | – |
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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% |