VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,583 | +95305.1% | 22,195 | -0.4% | 0.15% | -1.9% |
| Q2 2023 | $1,119 | +17.9% | 22,291 | +18.9% | 0.15% | +9.2% |
| Q1 2023 | $949 | +1.7% | 18,742 | -0.6% | 0.14% | -2.8% |
| Q4 2022 | $933 | -99.9% | 18,860 | +12.2% | 0.14% | +6.6% |
| Q3 2022 | $809,000 | +21.1% | 16,803 | +25.6% | 0.14% | +28.3% |
| Q2 2022 | $668,000 | -20.3% | 13,373 | -17.7% | 0.11% | -8.6% |
| Q1 2022 | $838,000 | -5.1% | 16,248 | +1.0% | 0.12% | -4.1% |
| Q4 2021 | $883,000 | +7.9% | 16,082 | +7.7% | 0.12% | -1.6% |
| Q3 2021 | $818,000 | +260.4% | 14,931 | +263.6% | 0.12% | +241.7% |
| Q2 2021 | $227,000 | – | 4,106 | – | 0.04% | – |
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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% |