VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 197 filers reported holding VANGUARD MUN BD FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,735,535 | -3.8% | 77,662 | +0.5% | 0.54% | -3.7% |
| Q2 2023 | $3,881,913 | +2.2% | 77,298 | +2.2% | 0.56% | -4.6% |
| Q1 2023 | $3,798,638 | -4.5% | 75,625 | -3.4% | 0.59% | -5.0% |
| Q4 2022 | $3,978,178 | -8.9% | 78,280 | -13.0% | 0.62% | -17.2% |
| Q3 2022 | $4,366,000 | -6.8% | 89,998 | -2.2% | 0.75% | +3.2% |
| Q2 2022 | $4,684,000 | +4.2% | 92,005 | +1.3% | 0.72% | -2.0% |
| Q1 2022 | $4,496,000 | +0.7% | 90,810 | +8.0% | 0.74% | +5.9% |
| Q4 2021 | $4,465,000 | +9.6% | 84,102 | +13.1% | 0.70% | +8.5% |
| Q3 2021 | $4,073,000 | +4.3% | 74,367 | +5.8% | 0.64% | +0.6% |
| Q2 2021 | $3,905,000 | +7.4% | 70,323 | +6.4% | 0.64% | +1.7% |
| Q1 2021 | $3,637,000 | +6.1% | 66,083 | +6.4% | 0.63% | +1.0% |
| Q4 2020 | $3,429,000 | +4.2% | 62,122 | +2.5% | 0.62% | -18.8% |
| Q3 2020 | $3,292,000 | +189.0% | 60,592 | +187.7% | 0.77% | +126.9% |
| Q2 2020 | $1,139,000 | +15.5% | 21,061 | +11.0% | 0.34% | -17.4% |
| Q1 2020 | $986,000 | -3.5% | 18,976 | -0.5% | 0.41% | +6.5% |
| Q4 2019 | $1,022,000 | +15.5% | 19,080 | +15.4% | 0.38% | -3.5% |
| Q3 2019 | $885,000 | +11.5% | 16,532 | +10.2% | 0.40% | -2.5% |
| Q2 2019 | $794,000 | +14.1% | 15,000 | +12.0% | 0.41% | +16.9% |
| Q1 2019 | $696,000 | +18.0% | 13,389 | +15.8% | 0.35% | +5.1% |
| Q4 2018 | $590,000 | -18.3% | 11,567 | -19.3% | 0.33% | -9.8% |
| Q3 2018 | $722,000 | -8.6% | 14,328 | -7.5% | 0.37% | -20.2% |
| Q2 2018 | $790,000 | – | 15,491 | – | 0.46% | – |
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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% |