VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25,369,840 | +3.0% | 500,786 | +0.6% | 11.07% | -1.3% |
| Q4 2022 | $24,642,868 | -26.4% | 497,936 | -28.4% | 11.21% | -36.6% |
| Q3 2022 | $33,473,961 | -1.6% | 695,346 | +2.0% | 17.69% | +2.1% |
| Q2 2022 | $34,025,953 | -2.6% | 681,610 | +0.6% | 17.32% | -7.4% |
| Q1 2022 | $34,928,736 | +5.7% | 677,570 | +12.6% | 18.72% | -0.0% |
| Q4 2021 | $33,048,438 | – | 601,866 | – | 18.72% | – |
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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% |