VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,744,149 | -44.4% | 140,211 | -42.0% | 0.12% | -42.5% |
| Q2 2023 | $12,138,124 | +0.9% | 241,699 | +1.7% | 0.21% | -4.0% |
| Q1 2023 | $12,035,094 | +10.8% | 237,566 | +8.3% | 0.22% | +5.7% |
| Q4 2022 | $10,858,947 | +108.7% | 219,417 | +103.0% | 0.21% | +86.7% |
| Q3 2022 | $5,203,000 | +11.6% | 108,081 | +15.8% | 0.11% | +15.3% |
| Q2 2022 | $4,661,000 | -57.9% | 93,367 | -56.5% | 0.10% | -50.5% |
| Q1 2022 | $11,059,000 | +1002.6% | 214,543 | +1074.8% | 0.20% | +1137.5% |
| Q4 2021 | $1,003,000 | +3.8% | 18,262 | +3.6% | 0.02% | -5.9% |
| Q3 2021 | $966,000 | -3.7% | 17,627 | -2.8% | 0.02% | -10.5% |
| Q2 2021 | $1,003,000 | +8.0% | 18,132 | +6.7% | 0.02% | 0.0% |
| Q1 2021 | $929,000 | +19.1% | 16,989 | +20.3% | 0.02% | +18.8% |
| Q4 2020 | $780,000 | +25.0% | 14,124 | +23.3% | 0.02% | +6.7% |
| Q3 2020 | $624,000 | +158.9% | 11,456 | +157.8% | 0.02% | +150.0% |
| Q2 2020 | $241,000 | – | 4,443 | – | 0.01% | – |
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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% |