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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,031 | -4.2% | 15,905 | 0.0% | 0.54% | -0.2% |
| Q2 2023 | $798,749 | -7.3% | 15,905 | -8.6% | 0.54% | -17.2% |
| Q4 2022 | $861,373 | -0.6% | 17,405 | -3.3% | 0.65% | -4.1% |
| Q3 2022 | $867,000 | +113.0% | 18,005 | +120.9% | 0.68% | +123.8% |
| Q2 2022 | $407,000 | -34.5% | 8,150 | -32.4% | 0.30% | -21.9% |
| Q1 2022 | $621,000 | -24.6% | 12,055 | -19.7% | 0.39% | -22.1% |
| Q4 2021 | $824,000 | -22.8% | 15,005 | -23.1% | 0.50% | -27.1% |
| Q3 2021 | $1,068,000 | -2.4% | 19,505 | -1.4% | 0.68% | -3.0% |
| Q2 2021 | $1,094,000 | +1.7% | 19,790 | +0.5% | 0.70% | -6.9% |
| Q1 2021 | $1,076,000 | +23.4% | 19,700 | +24.7% | 0.76% | +17.6% |
| Q4 2020 | $872,000 | +1.4% | 15,800 | 0.0% | 0.64% | -6.0% |
| Q3 2020 | $860,000 | +0.6% | 15,800 | 0.0% | 0.68% | -16.2% |
| Q2 2020 | $855,000 | +2.3% | 15,800 | 0.0% | 0.82% | -16.0% |
| Q1 2020 | $836,000 | -1.2% | 15,800 | 0.0% | 0.97% | +19.6% |
| Q4 2019 | $846,000 | – | 15,800 | – | 0.81% | – |
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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% |