VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,236,167 | +13.2% | 506,927 | +18.8% | 2.45% | +6.3% |
Q2 2023 | $21,402,591 | +46.6% | 426,601 | +48.5% | 2.30% | +19.6% |
Q1 2023 | $14,604,100 | +6.7% | 287,313 | +5.1% | 1.93% | -6.0% |
Q4 2022 | $13,686,510 | -23.3% | 273,457 | -26.2% | 2.05% | -42.8% |
Q3 2022 | $17,836,000 | +28.4% | 370,503 | +33.1% | 3.58% | +19.7% |
Q2 2022 | $13,893,000 | +85.4% | 278,297 | +91.3% | 3.00% | +79.2% |
Q1 2022 | $7,493,000 | -7.5% | 145,472 | -2.1% | 1.67% | -33.1% |
Q4 2021 | $8,098,000 | – | 148,607 | – | 2.50% | – |
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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% |