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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,964,626 | -11.5% | 144,795 | -7.6% | 3.00% | -8.8% |
| Q2 2023 | $7,867,864 | +119.8% | 156,668 | +121.7% | 3.29% | +100.7% |
| Q1 2023 | $3,579,870 | +63.2% | 70,665 | +59.5% | 1.64% | +46.1% |
| Q4 2022 | $2,193,147 | +22.9% | 44,315 | +19.6% | 1.12% | +7.2% |
| Q3 2022 | $1,784,000 | +48.7% | 37,056 | +54.1% | 1.05% | +57.0% |
| Q2 2022 | $1,200,000 | -80.6% | 24,039 | -80.0% | 0.67% | -79.1% |
| Q1 2022 | $6,186,000 | +0.1% | 120,001 | +6.6% | 3.20% | -5.4% |
| Q4 2021 | $6,180,000 | +6.0% | 112,552 | +5.8% | 3.38% | -4.5% |
| Q3 2021 | $5,829,000 | +2.3% | 106,423 | +3.3% | 3.54% | -2.0% |
| Q2 2021 | $5,697,000 | +4.6% | 103,018 | +3.4% | 3.61% | -2.2% |
| Q1 2021 | $5,446,000 | +5.1% | 99,677 | +6.2% | 3.70% | -9.2% |
| Q4 2020 | $5,180,000 | – | 93,850 | – | 4.07% | – |
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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% |