VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 864 filers reported holding VANGUARD MUN BD FDS in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,626,685 | +86.8% | 96,189 | +95.1% | 0.16% | -11.7% |
| Q2 2023 | $2,476,298 | -2.2% | 49,309 | -1.3% | 0.18% | -6.8% |
| Q1 2023 | $2,531,987 | +19.2% | 49,980 | +16.4% | 0.19% | +9.7% |
| Q4 2022 | $2,124,408 | +140.3% | 42,926 | +133.8% | 0.18% | +108.3% |
| Q3 2022 | $884,000 | -38.5% | 18,363 | -36.3% | 0.08% | -36.4% |
| Q2 2022 | $1,438,000 | +49.0% | 28,807 | +54.0% | 0.13% | +76.0% |
| Q1 2022 | $965,000 | -22.3% | 18,709 | -17.3% | 0.08% | -17.6% |
| Q4 2021 | $1,242,000 | – | 22,627 | – | 0.09% | – |
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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% |