VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,971 | +14.1% | 1,226 | +19.1% | 0.05% | +22.0% |
| Q2 2023 | $51,676 | +21.4% | 1,029 | +22.5% | 0.04% | +17.1% |
| Q1 2023 | $42,554 | +2.4% | 840 | 0.0% | 0.04% | -2.8% |
| Q4 2022 | $41,572 | -86.7% | 840 | -87.1% | 0.04% | -87.4% |
| Q3 2022 | $312,000 | +488.7% | 6,498 | +501.7% | 0.28% | +519.6% |
| Q2 2022 | $53,000 | +39.5% | 1,080 | +43.6% | 0.05% | +48.4% |
| Q1 2022 | $38,000 | -55.8% | 752 | -52.3% | 0.03% | -55.7% |
| Q4 2021 | $86,000 | – | 1,575 | – | 0.07% | – |
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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% |