VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,230,538 | -17.0% | 316,643 | -13.3% | 3.45% | -14.3% |
| Q2 2023 | $18,339,106 | +4.1% | 365,175 | +5.0% | 4.02% | -12.3% |
| Q1 2023 | $17,612,308 | -2.1% | 347,657 | -4.4% | 4.58% | +3.6% |
| Q4 2022 | $17,993,283 | +111.0% | 363,574 | +50.2% | 4.43% | +90.6% |
| Q3 2022 | $8,529,000 | -8.2% | 242,063 | +30.1% | 2.32% | -3.4% |
| Q2 2022 | $9,291,000 | +93.4% | 186,119 | +99.6% | 2.40% | +113.4% |
| Q1 2022 | $4,805,000 | -39.8% | 93,225 | -35.9% | 1.13% | -40.4% |
| Q4 2021 | $7,985,000 | +31.5% | 145,428 | +31.1% | 1.89% | +16.7% |
| Q3 2021 | $6,074,000 | +51.7% | 110,912 | +53.2% | 1.62% | +49.1% |
| Q2 2021 | $4,004,000 | +729.0% | 72,406 | +725.9% | 1.09% | +558.2% |
| Q4 2020 | $483,000 | – | 8,767 | – | 0.16% | – |
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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% |