VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 25 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,555,456 | -5.1% | 73,918 | -0.9% | 1.67% | -6.0% |
| Q2 2023 | $3,746,713 | +10.2% | 74,606 | +11.1% | 1.78% | +1.0% |
| Q1 2023 | $3,400,755 | +6.9% | 67,129 | +4.5% | 1.76% | +1.8% |
| Q4 2022 | $3,180,227 | +8.7% | 64,260 | +5.7% | 1.73% | -0.5% |
| Q3 2022 | $2,926,000 | -13.5% | 60,785 | -10.3% | 1.74% | -8.6% |
| Q2 2022 | $3,384,000 | +217.4% | 67,793 | +227.8% | 1.90% | +212.0% |
| Q1 2022 | $1,066,000 | +2.1% | 20,683 | +8.8% | 0.61% | -1.8% |
| Q4 2021 | $1,044,000 | – | 19,012 | – | 0.62% | – |
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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% |