VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 451 filers reported holding VANGUARD MUN BD FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $503,000 | -28.2% | 9,757 | -23.6% | 0.12% | -30.2% |
| Q4 2021 | $701,000 | -66.0% | 12,769 | -66.1% | 0.17% | -71.3% |
| Q3 2021 | $2,061,000 | +13.7% | 37,634 | +14.8% | 0.59% | +3.9% |
| Q2 2021 | $1,813,000 | +22.6% | 32,786 | +21.1% | 0.57% | +5.8% |
| Q1 2021 | $1,479,000 | +1.5% | 27,064 | +2.5% | 0.54% | +6.6% |
| Q4 2020 | $1,457,000 | -11.7% | 26,394 | -12.9% | 0.50% | -20.4% |
| Q3 2020 | $1,650,000 | +9.4% | 30,305 | +8.8% | 0.63% | -5.1% |
| Q2 2020 | $1,508,000 | +8.8% | 27,856 | +6.0% | 0.66% | +6.2% |
| Q1 2020 | $1,386,000 | – | 26,270 | – | 0.63% | – |
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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% |