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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,793,109 | -4.9% | 224,389 | -0.7% | 6.43% | -1.2% |
| Q2 2023 | $11,343,544 | +1.1% | 225,877 | +2.0% | 6.51% | -3.4% |
| Q1 2023 | $11,215,238 | +5.5% | 221,383 | +3.1% | 6.74% | -1.8% |
| Q4 2022 | $10,629,477 | -4.7% | 214,780 | -7.3% | 6.86% | -13.6% |
| Q3 2022 | $11,155,000 | -4.6% | 231,730 | -1.1% | 7.94% | -8.6% |
| Q2 2022 | $11,693,000 | +552.9% | 234,230 | +574.2% | 8.69% | +566.2% |
| Q1 2022 | $1,791,000 | +4.6% | 34,743 | +11.3% | 1.30% | +7.9% |
| Q4 2021 | $1,713,000 | +6.9% | 31,205 | +6.7% | 1.21% | +1.3% |
| Q3 2021 | $1,602,000 | – | 29,254 | – | 1.19% | – |
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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% |