VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,506,625 | +5.6% | 1,424,254 | +10.2% | 8.84% | +2.3% |
| Q2 2023 | $64,892,406 | +2.8% | 1,292,163 | +3.7% | 8.64% | -7.5% |
| Q1 2023 | $63,098,802 | -9.7% | 1,245,535 | -11.8% | 9.34% | -12.5% |
| Q4 2022 | $69,890,808 | +8.0% | 1,412,221 | +5.1% | 10.68% | -14.5% |
| Q3 2022 | $64,706,000 | +2.2% | 1,344,117 | +6.0% | 12.49% | +4.5% |
| Q2 2022 | $63,314,000 | +121.8% | 1,268,313 | +129.0% | 11.96% | +132.8% |
| Q1 2022 | $28,546,000 | +9.7% | 553,748 | +16.9% | 5.14% | +3.5% |
| Q4 2021 | $26,015,000 | +19.4% | 473,781 | +19.1% | 4.96% | +2.5% |
| Q3 2021 | $21,792,000 | +7.9% | 397,874 | +8.9% | 4.84% | -9.6% |
| Q2 2021 | $20,197,000 | +17.6% | 365,227 | +16.2% | 5.35% | -14.1% |
| Q1 2021 | $17,176,000 | +16.4% | 314,355 | +17.6% | 6.23% | +0.3% |
| Q4 2020 | $14,756,000 | +27.7% | 267,374 | +26.0% | 6.21% | -0.8% |
| Q3 2020 | $11,557,000 | +9.4% | 212,283 | +8.8% | 6.27% | -16.8% |
| Q2 2020 | $10,565,000 | +2.0% | 195,146 | -0.3% | 7.53% | +6.0% |
| Q1 2020 | $10,354,000 | -14.3% | 195,722 | -13.3% | 7.11% | -4.2% |
| Q4 2019 | $12,088,000 | – | 225,782 | – | 7.42% | – |
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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% |