VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,551,802 | -11.6% | 32,262 | -7.7% | 0.17% | -9.4% |
Q2 2023 | $1,755,541 | +91.6% | 34,957 | +93.2% | 0.19% | +81.9% |
Q1 2023 | $916,439 | +17.2% | 18,090 | +14.5% | 0.10% | +1.9% |
Q4 2022 | $781,744 | +1.7% | 15,796 | -1.1% | 0.10% | -7.2% |
Q3 2022 | $769,000 | -5.6% | 15,977 | -2.1% | 0.11% | -0.9% |
Q2 2022 | $815,000 | -18.4% | 16,320 | -10.3% | 0.11% | +2.8% |
Q4 2021 | $999,000 | -8.2% | 18,189 | -8.5% | 0.11% | -26.8% |
Q3 2021 | $1,088,000 | +420.6% | 19,869 | +403.3% | 0.15% | +166.1% |
Q2 2019 | $209,000 | – | 3,948 | – | 0.06% | – |
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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% |