VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 853 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,270,686 | +5.1% | 566,958 | +9.7% | 4.58% | +2.8% |
| Q2 2023 | $25,948,234 | +15.6% | 516,691 | +16.6% | 4.45% | +0.5% |
| Q1 2023 | $22,446,737 | +26.4% | 443,086 | +23.4% | 4.43% | +6.9% |
| Q4 2022 | $17,763,038 | +27.3% | 358,922 | +23.8% | 4.15% | -7.0% |
| Q3 2022 | $13,951,646 | +3519.3% | 289,814 | +3653.1% | 4.46% | +2363.5% |
| Q2 2022 | $385,483 | -8.1% | 7,722 | -5.1% | 0.18% | -10.0% |
| Q1 2022 | $419,566 | – | 8,139 | – | 0.20% | – |
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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% |