VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 451 filers reported holding VANGUARD MUN BD FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,257,719 | -79.1% | 24,637 | -80.3% | 0.59% | -83.4% |
Q3 2023 | $6,017,935 | +1408.8% | 125,113 | +1475.3% | 3.56% | +1323.2% |
Q2 2023 | $398,847 | -0.3% | 7,942 | +0.5% | 0.25% | -9.7% |
Q1 2023 | $400,163 | +2.4% | 7,899 | 0.0% | 0.28% | -12.9% |
Q4 2022 | $390,922 | +1761.5% | 7,899 | +1995.2% | 0.32% | +1490.0% |
Q3 2020 | $21,000 | – | 377 | – | 0.02% | – |
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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% |