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 2022 | $238,000 | -31.8% | 4,935 | -29.4% | 0.08% | -26.2% |
Q2 2022 | $349,000 | -51.2% | 6,988 | -49.6% | 0.10% | -27.0% |
Q1 2022 | $715,000 | -10.5% | 13,872 | -4.6% | 0.14% | -16.1% |
Q4 2021 | $799,000 | -25.0% | 14,542 | -25.3% | 0.17% | -24.7% |
Q3 2021 | $1,066,000 | +14.4% | 19,462 | +15.5% | 0.22% | +16.8% |
Q2 2021 | $932,000 | +206.6% | 16,857 | +203.3% | 0.19% | +158.1% |
Q1 2021 | $304,000 | +34.5% | 5,557 | +35.6% | 0.07% | +23.3% |
Q4 2020 | $226,000 | – | 4,099 | – | 0.06% | – |
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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% |