VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 913 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,128,810 | -2.6% | 182,175 | -1.6% | 1.23% | -2.5% |
| Q1 2024 | $9,369,485 | -3.9% | 185,168 | -3.1% | 1.26% | -8.0% |
| Q4 2023 | $9,751,542 | -53.0% | 191,019 | -55.7% | 1.37% | -56.8% |
| Q3 2023 | $20,763,535 | -3.2% | 431,674 | +1.1% | 3.17% | +1.7% |
| Q2 2023 | $21,442,495 | -1.1% | 426,971 | -0.2% | 3.12% | -7.0% |
| Q1 2023 | $21,670,265 | +1.2% | 427,759 | -1.1% | 3.35% | -4.0% |
| Q4 2022 | $21,413,477 | -1.6% | 432,683 | -0.7% | 3.49% | +4.6% |
| Q2 2022 | $21,751,000 | – | 435,725 | – | 3.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BAKER BOYER NATIONAL BANK | 1,252,588 | $62,767,184 | 21.93% |
| Ackerman Capital Advisors, LLC | 1,225,263 | $61,397,954 | 16.28% |
| ATMOS ADVISORY, LLC | 303,905 | $15,228,680 | 11.91% |
| ASPIRIANT, LLC | 5,221,081 | $261,628,415 | 10.66% |
| HILLTOP WEALTH ADVISORS, LLC | 409,897 | $20,539,952 | 10.31% |
| West Financial Advisors, LLC | 928,729 | $46,538,611 | 9.66% |
| Sunflower Bank, N.A. | 770,413 | $38,605,395 | 9.11% |
| Heritage Investment Group, Inc. | 746,537 | $37,409,000 | 7.69% |
| CAPSTONE CAPITAL LLC | 161,979 | $8,116,768 | 7.26% |
| Tenret Co LLC | 206,857 | $10,365,604 | 7.18% |