VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,043,820 | +2.5% | 79,213 | -3.4% | 0.56% | +5.5% |
| Q3 2023 | $3,945,351 | -39.0% | 82,024 | -36.3% | 0.53% | -42.8% |
| Q2 2023 | $6,470,492 | +2.2% | 128,843 | +3.1% | 0.93% | -7.0% |
| Q1 2023 | $6,333,713 | +4.9% | 125,024 | +2.5% | 1.00% | -6.1% |
| Q4 2022 | $6,038,866 | +24.5% | 122,022 | +21.1% | 1.06% | -12.6% |
| Q3 2022 | $4,849,000 | +29.3% | 100,734 | +34.1% | 1.22% | +15.0% |
| Q2 2022 | $3,751,000 | -11.9% | 75,135 | -9.0% | 1.06% | -0.4% |
| Q1 2022 | $4,257,000 | -20.2% | 82,572 | -15.0% | 1.06% | -23.6% |
| Q4 2021 | $5,335,000 | +27.2% | 97,153 | +26.9% | 1.39% | +1.3% |
| Q3 2021 | $4,195,000 | -33.1% | 76,588 | -32.4% | 1.37% | -30.8% |
| Q2 2021 | $6,268,000 | +12.8% | 113,340 | +11.4% | 1.98% | -1.0% |
| Q1 2021 | $5,557,000 | +1.1% | 101,697 | +2.1% | 2.00% | -9.1% |
| Q4 2020 | $5,495,000 | – | 99,572 | – | 2.20% | – |
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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% |