VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,574 | -3.9% | 14,856 | +0.3% | 0.24% | -4.3% |
| Q2 2023 | $743,859 | -3.3% | 14,812 | -2.4% | 0.26% | -3.4% |
| Q1 2023 | $768,928 | +2.5% | 15,172 | +0.1% | 0.26% | -8.0% |
| Q4 2022 | $750,269 | +44.0% | 15,160 | +41.3% | 0.29% | +19.6% |
| Q3 2022 | $521,000 | -83.0% | 10,727 | -38.5% | 0.24% | -72.0% |
| Q2 2022 | $3,072,000 | +1059.2% | 17,445 | +236.3% | 0.86% | +581.0% |
| Q1 2022 | $265,000 | -56.6% | 5,188 | -53.4% | 0.13% | -49.8% |
| Q4 2021 | $611,000 | – | 11,124 | – | 0.25% | – |
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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% |