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 | $189,537 | -2.8% | 3,940 | +1.5% | 0.05% | +2.2% |
| Q2 2023 | $194,904 | -4.2% | 3,881 | -3.3% | 0.05% | -8.0% |
| Q1 2023 | $203,400 | +2.1% | 4,015 | -0.2% | 0.05% | -7.4% |
| Q4 2022 | $199,197 | -3.8% | 4,025 | -6.7% | 0.05% | -12.9% |
| Q3 2022 | $207,000 | -27.1% | 4,314 | -24.3% | 0.06% | -26.2% |
| Q2 2022 | $284,000 | -48.1% | 5,698 | -46.3% | 0.08% | -36.8% |
| Q1 2022 | $547,000 | -4.0% | 10,613 | +2.1% | 0.13% | -3.6% |
| Q4 2021 | $570,000 | +10.9% | 10,395 | +10.6% | 0.14% | +4.5% |
| Q3 2021 | $514,000 | -24.5% | 9,395 | -23.8% | 0.13% | -24.6% |
| Q2 2021 | $681,000 | +1.2% | 12,328 | 0.0% | 0.18% | -6.9% |
| Q1 2021 | $673,000 | -4.5% | 12,328 | -2.9% | 0.19% | -2.1% |
| Q4 2020 | $705,000 | – | 12,701 | – | 0.19% | – |
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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% |