VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,179,670 | -9.3% | 107,685 | -5.3% | 0.20% | -6.6% |
| Q2 2023 | $5,711,614 | -3.1% | 113,732 | -2.2% | 0.21% | -7.9% |
| Q1 2023 | $5,892,389 | +235125.1% | 116,312 | +129.8% | 0.23% | +62.4% |
| Q4 2022 | $2,505 | -99.9% | 50,616 | -3.7% | 0.14% | -8.4% |
| Q3 2022 | $2,530,000 | -31.1% | 52,562 | -28.6% | 0.15% | +2.0% |
| Q2 2022 | $3,673,000 | -34.7% | 73,584 | -32.5% | 0.15% | 0.0% |
| Q1 2022 | $5,624,000 | -11.1% | 108,956 | -5.5% | 0.15% | +7.9% |
| Q4 2021 | $6,328,000 | +4.2% | 115,251 | +4.0% | 0.14% | -13.0% |
| Q3 2021 | $6,072,000 | -3.5% | 110,871 | -2.6% | 0.16% | -5.3% |
| Q2 2021 | $6,295,000 | -7.8% | 113,830 | -8.9% | 0.17% | -6.6% |
| Q1 2021 | $6,830,000 | – | 124,995 | – | 0.18% | – |
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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% |