VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $552,140 | -3.2% | 11,479 | +1.0% | 0.34% | +10.2% |
Q2 2023 | $570,600 | +18.7% | 11,362 | +19.8% | 0.30% | +51.0% |
Q1 2023 | $480,611 | +60.2% | 9,487 | +56.5% | 0.20% | +37.4% |
Q4 2022 | $300,058 | -70.7% | 6,063 | -71.5% | 0.15% | -68.7% |
Q3 2022 | $1,024,000 | -21.3% | 21,275 | -18.4% | 0.47% | -20.1% |
Q2 2022 | $1,301,000 | -50.6% | 26,058 | -49.0% | 0.59% | +8.1% |
Q1 2022 | $2,632,000 | +114.5% | 51,054 | +128.6% | 0.54% | +0.6% |
Q4 2021 | $1,227,000 | +79.4% | 22,338 | +79.0% | 0.54% | +63.0% |
Q3 2021 | $684,000 | +4.9% | 12,481 | +5.8% | 0.33% | -0.9% |
Q2 2021 | $652,000 | +19.4% | 11,792 | +18.1% | 0.34% | +4.4% |
Q1 2021 | $546,000 | +1.1% | 9,985 | +2.1% | 0.32% | -11.1% |
Q4 2020 | $540,000 | +76.5% | 9,782 | +74.1% | 0.36% | +59.7% |
Q3 2020 | $306,000 | +236.3% | 5,620 | +232.7% | 0.23% | +218.3% |
Q2 2020 | $91,000 | +85.7% | 1,689 | +82.4% | 0.07% | +51.1% |
Q1 2020 | $49,000 | +113.0% | 926 | +120.0% | 0.05% | +147.4% |
Q4 2019 | $23,000 | – | 421 | – | 0.02% | – |
Download |
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% |