VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,379 | -14.9% | 5,122 | -11.2% | 0.01% | 0.0% |
| Q2 2023 | $289,659 | -0.8% | 5,768 | +0.1% | 0.01% | -9.1% |
| Q1 2023 | $291,985 | +16.6% | 5,764 | +13.9% | 0.01% | +10.0% |
| Q4 2022 | $250,460 | +3.1% | 5,061 | +0.1% | 0.01% | -9.1% |
| Q3 2022 | $243,000 | -3.6% | 5,055 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $252,000 | -3.1% | 5,052 | +0.0% | 0.01% | +10.0% |
| Q1 2022 | $260,000 | +3.2% | 5,050 | +9.8% | 0.01% | -23.1% |
| Q4 2021 | $252,000 | -0.8% | 4,598 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $253,986 | +1.3% | 4,593 | +0.1% | 0.01% | -7.1% |
| Q1 2021 | $250,820 | -11.8% | 4,590 | -13.6% | 0.01% | -41.7% |
| Q4 2019 | $284,418 | -13.1% | 5,312 | -13.0% | 0.02% | -22.6% |
| Q3 2019 | $327,481 | -17.9% | 6,107 | -24.8% | 0.03% | -13.9% |
| Q2 2019 | $398,899 | +2.0% | 8,119 | +8.3% | 0.04% | -16.3% |
| Q1 2019 | $390,987 | – | 7,497 | – | 0.04% | – |
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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% |