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 | $2,185,449 | +24.5% | 45,436 | +30.0% | 1.16% | +23.4% |
| Q2 2023 | $1,755,537 | +130.4% | 34,957 | +132.5% | 0.94% | +102.1% |
| Q1 2023 | $761,826 | -88.5% | 15,038 | -88.3% | 0.47% | -88.8% |
| Q1 2022 | $6,650,000 | -7.5% | 129,007 | -1.5% | 4.16% | -2.0% |
| Q4 2021 | $7,191,000 | +32.9% | 130,952 | +32.5% | 4.25% | +17.4% |
| Q3 2021 | $5,411,000 | +80.8% | 98,796 | +82.5% | 3.62% | +72.7% |
| Q2 2021 | $2,993,000 | +42.7% | 54,127 | +40.9% | 2.10% | +29.1% |
| Q1 2021 | $2,098,000 | +216.4% | 38,402 | +219.6% | 1.62% | +170.0% |
| Q4 2020 | $663,000 | – | 12,017 | – | 0.60% | – |
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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% |