VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,633 | -8.8% | 8,246 | -4.7% | 0.06% | -9.9% |
| Q2 2023 | $434,755 | -3.3% | 8,657 | -2.5% | 0.07% | -10.1% |
| Q1 2023 | $449,608 | +0.2% | 8,875 | -2.1% | 0.08% | -4.8% |
| Q4 2022 | $448,726 | +26.4% | 9,067 | +23.1% | 0.08% | +12.2% |
| Q3 2022 | $355,000 | -5.6% | 7,365 | -2.3% | 0.07% | 0.0% |
| Q2 2022 | $376,000 | -7.2% | 7,542 | -3.9% | 0.07% | +2.8% |
| Q1 2022 | $405,000 | – | 7,851 | – | 0.07% | – |
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% |