VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,203 | -20.2% | 14,931 | -16.6% | 0.35% | -17.5% |
| Q2 2023 | $899,565 | -35.0% | 17,912 | -34.5% | 0.42% | -42.6% |
| Q1 2023 | $1,384,975 | -0.9% | 27,339 | -3.2% | 0.74% | -10.5% |
| Q4 2022 | $1,398,139 | +3.0% | 28,251 | +0.1% | 0.83% | -4.9% |
| Q3 2022 | $1,358,000 | -3.1% | 28,210 | +0.5% | 0.87% | +0.9% |
| Q2 2022 | $1,401,000 | -5.6% | 28,069 | -2.5% | 0.86% | +4.9% |
| Q1 2022 | $1,484,000 | +2.4% | 28,783 | +9.1% | 0.82% | +7.9% |
| Q4 2021 | $1,449,000 | +0.5% | 26,383 | +0.2% | 0.76% | -7.0% |
| Q3 2021 | $1,442,000 | -1.9% | 26,328 | -1.0% | 0.82% | -4.4% |
| Q2 2021 | $1,470,000 | +3.7% | 26,588 | +2.5% | 0.86% | -4.5% |
| Q1 2021 | $1,417,000 | +7.7% | 25,939 | +8.8% | 0.90% | +0.9% |
| Q4 2020 | $1,316,000 | – | 23,850 | – | 0.89% | – |
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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% |