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 | $307,000 | -98.7% | 6,391 | -98.7% | 0.13% | -98.5% |
| Q3 2022 | $22,919,000 | +120.8% | 476,081 | +150.6% | 8.78% | +86.4% |
| Q1 2021 | $10,381,000 | -46.7% | 189,981 | -46.2% | 4.71% | -46.2% |
| Q4 2020 | $19,482,000 | -5.6% | 352,991 | -6.9% | 8.76% | -13.6% |
| Q3 2020 | $20,641,000 | +19.4% | 379,156 | +18.7% | 10.14% | +12.0% |
| Q2 2020 | $17,290,000 | +7.8% | 319,364 | +5.3% | 9.06% | -13.3% |
| Q1 2020 | $16,042,000 | -2.6% | 303,260 | -1.4% | 10.44% | +23.2% |
| Q4 2019 | $16,462,000 | – | 307,468 | – | 8.48% | – |
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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% |