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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $450,624 | -1.5% | 8,973 | -0.6% | 0.24% | -6.9% |
| Q1 2023 | $457,460 | -10.1% | 9,030 | -10.9% | 0.26% | -10.7% |
| Q4 2022 | $509,079 | -28.6% | 10,139 | -30.9% | 0.29% | -33.3% |
| Q3 2022 | $713,000 | +0.6% | 14,682 | +3.4% | 0.44% | +1.4% |
| Q2 2022 | $709,000 | -24.2% | 14,201 | -21.7% | 0.43% | -13.9% |
| Q1 2022 | $935,000 | -5.7% | 18,137 | -0.3% | 0.50% | -11.4% |
| Q4 2021 | $992,000 | – | 18,195 | – | 0.56% | – |
Download | ||||||
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% |