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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,379,709 | +15.5% | 166,860 | +16.6% | 7.02% | +9.0% |
| Q1 2023 | $7,252,182 | +2.4% | 143,154 | 0.0% | 6.44% | -6.5% |
| Q4 2022 | $7,084,691 | +715.3% | 143,154 | +693.4% | 6.89% | +619.7% |
| Q3 2022 | $869,000 | +70.4% | 18,042 | +76.8% | 0.96% | +80.2% |
| Q2 2022 | $510,000 | -4.9% | 10,207 | -1.8% | 0.53% | +9.9% |
| Q1 2022 | $536,000 | -90.9% | 10,398 | -90.3% | 0.48% | -90.9% |
| Q4 2021 | $5,902,000 | +2.9% | 107,480 | +2.6% | 5.29% | -2.0% |
| Q3 2021 | $5,736,000 | -0.9% | 104,728 | 0.0% | 5.40% | +0.2% |
| Q2 2021 | $5,791,000 | – | 104,728 | – | 5.38% | – |
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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% |