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 | $480,038 | +124.9% | 9,980 | +134.8% | 0.19% | +125.3% |
| Q2 2023 | $213,435 | -31.0% | 4,250 | -32.0% | 0.08% | -40.3% |
| Q4 2022 | $309,313 | +0.1% | 6,250 | -2.6% | 0.14% | -9.7% |
| Q3 2022 | $309,000 | +1.3% | 6,414 | +5.0% | 0.15% | +16.7% |
| Q2 2022 | $305,000 | -53.6% | 6,110 | -52.0% | 0.13% | -47.4% |
| Q1 2022 | $657,000 | -56.7% | 12,737 | -54.0% | 0.25% | -58.0% |
| Q4 2021 | $1,519,000 | +27.6% | 27,669 | +27.3% | 0.60% | +16.8% |
| Q3 2021 | $1,190,000 | -2.8% | 21,732 | -1.8% | 0.51% | -2.1% |
| Q2 2021 | $1,224,000 | -3.5% | 22,129 | -4.6% | 0.52% | -15.5% |
| Q1 2021 | $1,268,000 | +0.1% | 23,207 | +1.1% | 0.62% | -12.1% |
| Q4 2020 | $1,267,000 | – | 22,955 | – | 0.70% | – |
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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% |