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 | $546,176 | -5.9% | 11,355 | -1.8% | 0.29% | +25.9% |
| Q2 2023 | $580,493 | +3.1% | 11,559 | +4.0% | 0.23% | -27.5% |
| Q1 2023 | $562,934 | +0.9% | 11,112 | -1.4% | 0.32% | -21.2% |
| Q4 2022 | $557,653 | -0.9% | 11,268 | -3.6% | 0.41% | -17.1% |
| Q3 2022 | $563,000 | -6.5% | 11,694 | -3.1% | 0.49% | -5.2% |
| Q2 2022 | $602,000 | -48.8% | 12,064 | -47.1% | 0.52% | -34.8% |
| Q1 2022 | $1,175,000 | -11.7% | 22,784 | -6.0% | 0.79% | -20.1% |
| Q4 2021 | $1,331,000 | – | 24,245 | – | 0.99% | – |
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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% |