VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 868 filers reported holding VANGUARD MUN BD FDS in Q1 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $567,953 | -13.8% | 11,334 | -13.0% | 0.41% | -16.1% |
| Q1 2024 | $658,980 | -43.4% | 13,023 | -42.9% | 0.48% | -45.5% |
| Q4 2023 | $1,164,923 | -51.0% | 22,819 | -53.8% | 0.89% | -53.3% |
| Q3 2023 | $2,377,763 | -43.2% | 49,434 | -40.7% | 1.90% | -40.1% |
| Q2 2023 | $4,183,380 | -0.8% | 83,301 | +0.1% | 3.18% | -6.4% |
| Q1 2023 | $4,216,229 | +22.1% | 83,226 | +19.3% | 3.40% | +8.8% |
| Q4 2022 | $3,453,495 | – | 69,782 | – | 3.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BAKER BOYER NATIONAL BANK | 1,252,588 | $62,767,184 | 21.93% |
| Ackerman Capital Advisors, LLC | 1,225,263 | $61,397,954 | 16.28% |
| ATMOS ADVISORY, LLC | 303,905 | $15,228,680 | 11.91% |
| ASPIRIANT, LLC | 5,221,081 | $261,628,415 | 10.66% |
| HILLTOP WEALTH ADVISORS, LLC | 409,897 | $20,539,952 | 10.31% |
| West Financial Advisors, LLC | 928,729 | $46,538,611 | 9.66% |
| Sunflower Bank, N.A. | 770,413 | $38,605,395 | 9.11% |
| Heritage Investment Group, Inc. | 746,537 | $37,409,000 | 7.69% |
| CAPSTONE CAPITAL LLC | 161,979 | $8,116,768 | 7.26% |
| Tenret Co LLC | 206,857 | $10,365,604 | 7.18% |