VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 753 filers reported holding VANGUARD MUN BD FDS in Q2 2022. The put-call ratio across all filers is 9.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,141,701 | -1.2% | 23,736 | +3.1% | 0.09% | +1.1% |
Q2 2023 | $1,155,963 | +15.2% | 23,018 | +16.2% | 0.09% | +12.8% |
Q1 2023 | $1,003,827 | +11.0% | 19,815 | +8.5% | 0.08% | +6.8% |
Q4 2022 | $904,132 | +18.7% | 18,269 | +15.5% | 0.07% | +1.4% |
Q3 2022 | $762,000 | -9.0% | 15,822 | -5.6% | 0.07% | +1.4% |
Q2 2022 | $837,000 | -8.3% | 16,763 | -5.3% | 0.07% | +6.0% |
Q1 2022 | $913,000 | +0.6% | 17,704 | +7.1% | 0.07% | +28.8% |
Q4 2021 | $908,000 | +49.8% | 16,537 | +49.4% | 0.05% | +40.5% |
Q3 2021 | $606,000 | +41.6% | 11,069 | +42.9% | 0.04% | +37.0% |
Q2 2021 | $428,000 | +16.0% | 7,747 | +14.6% | 0.03% | +3.8% |
Q1 2021 | $369,000 | +0.5% | 6,760 | +1.6% | 0.03% | -7.1% |
Q4 2020 | $367,000 | +139.9% | 6,656 | +137.0% | 0.03% | +115.4% |
Q3 2020 | $153,000 | +22.4% | 2,809 | +21.4% | 0.01% | +8.3% |
Q2 2020 | $125,000 | -38.7% | 2,313 | -39.9% | 0.01% | -45.5% |
Q1 2020 | $204,000 | +200.0% | 3,851 | +202.0% | 0.02% | +214.3% |
Q4 2019 | $68,000 | – | 1,275 | – | 0.01% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2019 | $67,000 | +3.1% | 1,256 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $65,000 | – | 1,256 | – | 0.01% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
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% |