VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $452,281 | -19.1% | 9,006 | -18.4% | 0.30% | -22.4% |
| Q1 2023 | $558,982 | +2.4% | 11,034 | 0.0% | 0.38% | -3.5% |
| Q4 2022 | $546,073 | -82.7% | 11,034 | -83.2% | 0.40% | -83.4% |
| Q3 2022 | $3,161,000 | +3.1% | 65,664 | +6.9% | 2.40% | +8.3% |
| Q2 2022 | $3,066,000 | +21.9% | 61,416 | +25.9% | 2.22% | +33.4% |
| Q1 2022 | $2,515,000 | +115.3% | 48,787 | +129.4% | 1.66% | +103.7% |
| Q4 2021 | $1,168,000 | +48.2% | 21,267 | +47.7% | 0.82% | +35.7% |
| Q3 2021 | $788,000 | – | 14,396 | – | 0.60% | – |
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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% |