VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,689,031 | +19.3% | 139,065 | +24.6% | 0.86% | +32.1% |
| Q2 2023 | $5,606,193 | -1.2% | 111,633 | -0.4% | 0.65% | -9.7% |
| Q1 2023 | $5,676,061 | +117.8% | 112,042 | +112.8% | 0.72% | +110.5% |
| Q4 2022 | $2,605,506 | +149.3% | 52,647 | +142.6% | 0.34% | +118.5% |
| Q3 2022 | $1,045,000 | -3.6% | 21,705 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $1,084,000 | -3.1% | 21,705 | 0.0% | 0.16% | +1.3% |
| Q1 2022 | $1,119,000 | +332.0% | 21,705 | +359.6% | 0.16% | +318.9% |
| Q4 2021 | $259,000 | -80.6% | 4,723 | -80.7% | 0.04% | -82.1% |
| Q3 2021 | $1,338,000 | -0.6% | 24,422 | +0.4% | 0.21% | -2.8% |
| Q2 2021 | $1,346,000 | +67.2% | 24,334 | +65.3% | 0.21% | +44.9% |
| Q1 2021 | $805,000 | – | 14,725 | – | 0.15% | – |
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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% |