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 | $1,515,727 | +6.8% | 31,512 | +11.5% | 0.35% | +5.1% |
| Q2 2023 | $1,419,318 | -1.0% | 28,262 | -0.1% | 0.33% | -8.8% |
| Q1 2023 | $1,432,969 | -51.1% | 28,286 | -52.3% | 0.36% | -56.6% |
| Q4 2022 | $2,932,134 | -7.7% | 59,247 | -10.2% | 0.84% | -20.9% |
| Q3 2022 | $3,177,000 | -12.9% | 65,991 | -9.6% | 1.06% | -11.4% |
| Q2 2022 | $3,646,000 | +1211.5% | 73,039 | +1253.6% | 1.20% | +1396.2% |
| Q1 2022 | $278,000 | -32.2% | 5,396 | -27.7% | 0.08% | -32.2% |
| Q4 2021 | $410,000 | – | 7,465 | – | 0.12% | – |
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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% |