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 | $209,668 | -4.2% | 4,359 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $218,909 | -87.4% | 4,359 | -87.3% | 0.07% | -82.3% |
| Q1 2023 | $1,737,688 | +3.6% | 34,301 | +1.2% | 0.38% | -14.8% |
| Q4 2022 | $1,677,117 | +18.6% | 33,888 | +15.4% | 0.44% | +2.1% |
| Q3 2022 | $1,414,000 | -1.6% | 29,365 | +2.1% | 0.44% | +3.1% |
| Q2 2022 | $1,437,000 | – | 28,755 | – | 0.42% | – |
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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% |