VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $138,356 | -0.9% | 2,755 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $139,568 | +20.3% | 2,755 | +17.5% | 0.03% | +10.7% |
| Q4 2022 | $116,005 | +23.4% | 2,344 | +20.0% | 0.03% | +7.7% |
| Q3 2022 | $94,000 | -4.1% | 1,954 | 0.0% | 0.03% | -3.7% |
| Q2 2022 | $98,000 | -3.0% | 1,954 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $101,000 | -5.6% | 1,954 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $107,000 | +386.4% | 1,954 | +388.5% | 0.03% | +68.8% |
| Q3 2021 | $22,000 | -79.6% | 400 | -79.5% | 0.02% | -48.4% |
| Q2 2021 | $108,000 | +0.9% | 1,954 | 0.0% | 0.03% | -24.4% |
| Q1 2021 | $107,000 | -0.9% | 1,954 | 0.0% | 0.04% | -37.9% |
| Q4 2020 | $108,000 | +390.9% | 1,954 | +388.5% | 0.07% | +312.5% |
| Q3 2020 | $22,000 | 0.0% | 400 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $22,000 | +4.8% | 400 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $21,000 | – | 400 | – | 0.02% | – |
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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% |