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 | $1,040,541 | -12.2% | 21,633 | -8.4% | 0.31% | -10.5% |
Q2 2023 | $1,185,482 | -4.5% | 23,606 | -3.7% | 0.35% | -10.5% |
Q1 2023 | $1,241,845 | +6.6% | 24,513 | +4.1% | 0.39% | -11.7% |
Q4 2022 | $1,165,305 | +18.9% | 23,546 | +15.7% | 0.44% | +10.2% |
Q3 2022 | $980,000 | +75.6% | 20,350 | +81.9% | 0.40% | +69.3% |
Q2 2022 | $558,000 | +35.1% | 11,185 | +39.7% | 0.24% | +66.4% |
Q1 2022 | $413,000 | +69.3% | 8,004 | +79.9% | 0.14% | +66.3% |
Q4 2021 | $244,000 | +0.4% | 4,448 | +0.3% | 0.09% | -11.3% |
Q3 2021 | $243,000 | +8.0% | 4,436 | +8.9% | 0.10% | +2.1% |
Q2 2021 | $225,000 | -4.7% | 4,073 | -6.4% | 0.10% | -43.1% |
Q2 2020 | $236,000 | +174.4% | 4,353 | +166.4% | 0.17% | +165.1% |
Q1 2020 | $86,000 | +4.9% | 1,634 | +6.1% | 0.06% | +5.0% |
Q4 2019 | $82,000 | – | 1,540 | – | 0.06% | – |
Download |
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% |