VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,200 | -4.2% | 2,000 | 0.0% | 0.09% | -3.3% |
| Q2 2023 | $100,440 | -75.4% | 2,000 | -73.2% | 0.09% | -55.9% |
| Q3 2021 | $409,000 | -1.0% | 7,464 | 0.0% | 0.20% | +28.3% |
| Q2 2021 | $413,000 | +1.2% | 7,464 | 0.0% | 0.16% | +3.9% |
| Q1 2021 | $408,000 | -1.0% | 7,464 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $412,000 | +1.5% | 7,464 | 0.0% | 0.15% | -4.4% |
| Q3 2020 | $406,000 | +0.5% | 7,464 | 0.0% | 0.16% | -5.3% |
| Q2 2020 | $404,000 | -13.1% | 7,464 | -15.1% | 0.17% | -31.6% |
| Q1 2020 | $465,000 | -0.4% | 8,789 | 0.0% | 0.25% | +10.8% |
| Q4 2019 | $467,000 | – | 8,789 | – | 0.22% | – |
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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% |