VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,684 | -9.6% | 13,403 | -5.6% | 0.40% | -10.8% |
| Q2 2023 | $713,124 | -7.0% | 14,200 | -6.2% | 0.44% | -19.0% |
| Q1 2023 | $766,587 | +16.9% | 15,132 | +14.2% | 0.55% | +2.4% |
| Q4 2022 | $655,940 | +2.8% | 13,254 | -0.1% | 0.54% | -2.9% |
| Q3 2022 | $638,000 | +18.8% | 13,262 | +23.4% | 0.55% | +19.3% |
| Q2 2022 | $537,000 | +0.9% | 10,751 | 0.0% | 0.46% | +10.0% |
| Q1 2022 | $532,000 | +24.0% | 10,751 | +37.6% | 0.42% | +38.6% |
| Q4 2021 | $429,000 | +0.2% | 7,813 | 0.0% | 0.30% | -7.3% |
| Q3 2021 | $428,000 | +16.9% | 7,813 | +18.2% | 0.33% | +17.6% |
| Q2 2021 | $366,000 | +1.4% | 6,612 | 0.0% | 0.28% | -10.9% |
| Q1 2021 | $361,000 | +12.1% | 6,612 | +13.2% | 0.31% | -0.3% |
| Q4 2020 | $322,000 | – | 5,841 | – | 0.31% | – |
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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% |