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 | $16,748,372 | -3.9% | 348,199 | +0.4% | 1.79% | -5.7% |
| Q2 2023 | $17,419,510 | +14.7% | 346,864 | +15.8% | 1.89% | +9.9% |
| Q1 2023 | $15,181,029 | +12.4% | 299,665 | +9.8% | 1.72% | +2.3% |
| Q4 2022 | $13,510,028 | +51.0% | 272,985 | +46.8% | 1.68% | +23.9% |
| Q3 2022 | $8,949,000 | +198.5% | 185,895 | +209.6% | 1.36% | +190.6% |
| Q2 2022 | $2,998,000 | -23.0% | 60,053 | -20.5% | 0.47% | -18.9% |
| Q1 2022 | $3,894,000 | -67.7% | 75,522 | -65.6% | 0.58% | -68.2% |
| Q4 2021 | $12,042,000 | +34.3% | 219,307 | +33.9% | 1.81% | +16.1% |
| Q3 2021 | $8,969,000 | +25.6% | 163,758 | +26.8% | 1.56% | +13.0% |
| Q2 2021 | $7,141,000 | +10.3% | 129,135 | +64.3% | 1.38% | +3.7% |
| Q1 2021 | $6,475,000 | +120.0% | 78,602 | +47.4% | 1.33% | +91.1% |
| Q4 2020 | $2,943,000 | +77.1% | 53,320 | +74.6% | 0.70% | +47.0% |
| Q3 2020 | $1,662,000 | +52.3% | 30,536 | +51.5% | 0.47% | +49.5% |
| Q2 2020 | $1,091,000 | – | 20,151 | – | 0.32% | – |
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% |