VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,450 | +35.9% | 10,342 | +41.9% | 0.28% | +36.3% |
| Q2 2023 | $366,054 | -4.8% | 7,289 | -3.9% | 0.20% | -11.7% |
| Q1 2023 | $384,357 | -9.8% | 7,587 | -11.8% | 0.23% | -17.2% |
| Q4 2022 | $426,000 | +4.2% | 8,604 | +1.4% | 0.28% | -7.6% |
| Q3 2022 | $409,000 | -22.2% | 8,486 | -19.4% | 0.30% | -22.0% |
| Q2 2022 | $526,000 | +148.1% | 10,534 | +156.7% | 0.39% | +137.4% |
| Q1 2022 | $212,000 | – | 4,103 | – | 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% |