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 | $450,664 | -4.2% | 9,369 | 0.0% | 0.30% | -3.3% |
| Q2 2023 | $470,527 | -0.9% | 9,369 | 0.0% | 0.31% | +4.1% |
| Q1 2023 | $474,649 | +2.4% | 9,369 | 0.0% | 0.29% | -3.6% |
| Q4 2022 | $463,687 | -49.0% | 9,369 | -50.4% | 0.30% | -52.9% |
| Q3 2022 | $910,000 | -11.8% | 18,898 | -8.6% | 0.65% | -18.1% |
| Q2 2022 | $1,032,000 | -3.0% | 20,680 | +0.2% | 0.79% | +7.3% |
| Q1 2022 | $1,064,000 | +3.4% | 20,648 | +10.2% | 0.74% | +6.0% |
| Q4 2021 | $1,029,000 | -29.1% | 18,743 | -29.3% | 0.70% | -45.4% |
| Q3 2021 | $1,451,000 | +3.1% | 26,497 | +4.1% | 1.27% | -11.8% |
| Q2 2021 | $1,407,000 | – | 25,446 | – | 1.44% | – |
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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% |