VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,404 | -21.0% | 4,998 | -17.5% | 0.08% | -14.7% |
| Q2 2023 | $304,334 | +2.5% | 6,060 | +3.4% | 0.10% | -2.1% |
| Q1 2023 | $297,020 | +2.4% | 5,863 | 0.0% | 0.10% | -4.0% |
| Q4 2022 | $290,160 | -8.2% | 5,863 | -10.7% | 0.10% | -26.8% |
| Q3 2022 | $316,000 | -9.7% | 6,568 | -6.4% | 0.14% | -13.2% |
| Q2 2022 | $350,000 | -3.3% | 7,015 | 0.0% | 0.16% | -25.4% |
| Q1 2022 | $362,000 | -17.7% | 7,015 | -12.4% | 0.21% | -29.5% |
| Q4 2021 | $440,000 | – | 8,012 | – | 0.30% | – |
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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% |