VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,260,146 | +14.7% | 67,779 | +19.7% | 0.26% | +15.8% |
| Q2 2023 | $2,842,651 | -39.9% | 56,604 | -39.3% | 0.23% | -43.1% |
| Q1 2023 | $4,726,886 | +192755.4% | 93,306 | +88.4% | 0.40% | +77.4% |
| Q4 2022 | $2,451 | -99.9% | 49,534 | -17.9% | 0.23% | -25.2% |
| Q3 2022 | $2,905,000 | -1.9% | 60,352 | +1.8% | 0.30% | +13.5% |
| Q2 2022 | $2,961,000 | -53.5% | 59,314 | -52.0% | 0.27% | -48.0% |
| Q1 2022 | $6,367,000 | +76.8% | 123,519 | +88.4% | 0.51% | +73.6% |
| Q4 2021 | $3,601,000 | +1.8% | 65,572 | +1.5% | 0.30% | -19.0% |
| Q3 2021 | $3,537,000 | +34.8% | 64,581 | +36.1% | 0.36% | +37.9% |
| Q2 2021 | $2,624,000 | +24.6% | 47,449 | +23.1% | 0.26% | +18.9% |
| Q1 2021 | $2,106,000 | +27.1% | 38,544 | +28.4% | 0.22% | +19.4% |
| Q4 2020 | $1,657,000 | +9.2% | 30,026 | +7.8% | 0.19% | -13.1% |
| Q3 2020 | $1,517,000 | +11.8% | 27,861 | +11.1% | 0.21% | +3.4% |
| Q2 2020 | $1,357,000 | – | 25,076 | – | 0.21% | – |
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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% |