VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,346 | -15.2% | 10,818 | -11.5% | 0.14% | -13.0% |
| Q2 2023 | $613,739 | -2.3% | 12,221 | -1.4% | 0.16% | -11.0% |
| Q1 2023 | $628,184 | +12.6% | 12,400 | +10.0% | 0.18% | +5.8% |
| Q4 2022 | $558,000 | -30.6% | 11,275 | -32.6% | 0.17% | -37.5% |
| Q3 2022 | $804,000 | -3.6% | 16,720 | 0.0% | 0.28% | -0.7% |
| Q2 2022 | $834,000 | -62.2% | 16,720 | -61.0% | 0.28% | -55.0% |
| Q1 2022 | $2,209,000 | -24.4% | 42,860 | -19.5% | 0.62% | -18.3% |
| Q4 2021 | $2,923,000 | -6.8% | 53,245 | -7.0% | 0.75% | -12.4% |
| Q3 2021 | $3,136,000 | +10.0% | 57,270 | +11.1% | 0.86% | +6.7% |
| Q2 2021 | $2,850,000 | +4.1% | 51,540 | +2.8% | 0.81% | -4.3% |
| Q1 2021 | $2,738,000 | -8.9% | 50,122 | -8.0% | 0.84% | -12.1% |
| Q4 2020 | $3,006,000 | +7.6% | 54,482 | +6.1% | 0.96% | -6.5% |
| Q3 2020 | $2,794,000 | -2.5% | 51,335 | -3.0% | 1.02% | -13.6% |
| Q2 2020 | $2,866,000 | -6.6% | 52,946 | -8.8% | 1.19% | -24.9% |
| Q1 2020 | $3,070,000 | – | 58,045 | – | 1.58% | – |
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% |