VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $443,282 | -12.6% | 8,957 | -14.9% | 0.33% | -13.2% |
| Q3 2022 | $507,000 | -3.8% | 10,526 | 0.0% | 0.38% | -11.0% |
| Q2 2022 | $527,000 | -77.8% | 10,526 | -77.1% | 0.43% | -66.6% |
| Q1 2022 | $2,369,000 | -1.0% | 45,959 | +5.4% | 1.28% | +5.7% |
| Q4 2021 | $2,394,000 | +20.1% | 43,599 | +19.8% | 1.21% | +3.2% |
| Q3 2021 | $1,993,000 | +2.9% | 36,381 | +3.9% | 1.17% | +14.7% |
| Q2 2021 | $1,937,000 | -18.2% | 35,022 | -19.1% | 1.02% | -19.4% |
| Q1 2021 | $2,367,000 | +7.3% | 43,317 | +8.4% | 1.27% | +0.7% |
| Q4 2020 | $2,206,000 | +104.8% | 39,968 | +102.1% | 1.26% | +87.8% |
| Q3 2020 | $1,077,000 | +17.1% | 19,779 | +16.3% | 0.67% | +23.8% |
| Q2 2020 | $920,000 | – | 17,002 | – | 0.54% | – |
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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% |