VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,286,242 | +97.6% | 26,741 | +106.3% | 0.19% | +128.6% |
| Q2 2023 | $651,002 | -0.9% | 12,963 | +0.0% | 0.08% | -2.3% |
| Q1 2023 | $656,655 | -1.1% | 12,962 | -3.4% | 0.09% | -6.5% |
| Q4 2022 | $663,809 | -71.1% | 13,413 | -71.9% | 0.09% | -75.1% |
| Q3 2022 | $2,294,000 | -1.8% | 47,650 | +1.9% | 0.37% | +3.4% |
| Q2 2022 | $2,335,000 | -6.0% | 46,780 | -2.9% | 0.36% | +7.2% |
| Q1 2022 | $2,483,000 | -2.6% | 48,159 | +3.8% | 0.33% | -1.2% |
| Q4 2021 | $2,548,000 | +1.9% | 46,406 | +1.4% | 0.34% | 0.0% |
| Q3 2021 | $2,501,000 | +0.2% | 45,768 | +1.4% | 0.34% | -1.5% |
| Q2 2021 | $2,496,000 | +0.8% | 45,128 | -0.5% | 0.34% | -6.5% |
| Q1 2021 | $2,477,000 | -1.0% | 45,336 | 0.0% | 0.37% | -15.0% |
| Q4 2020 | $2,502,000 | – | 45,336 | – | 0.43% | – |
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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% |