VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,018,710 | +33.8% | 21,179 | +39.7% | 0.20% | +34.2% |
Q2 2023 | $761,536 | +14.1% | 15,164 | +15.1% | 0.15% | +2.8% |
Q1 2023 | $667,192 | -12.6% | 13,170 | -14.7% | 0.14% | -18.4% |
Q4 2022 | $763,680 | -0.8% | 15,431 | -3.5% | 0.17% | -16.7% |
Q3 2022 | $770,000 | +16.0% | 15,997 | +20.3% | 0.21% | +9.4% |
Q2 2022 | $664,000 | – | 13,293 | – | 0.19% | – |
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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% |