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 | $1,369,566 | -5.6% | 28,473 | -1.4% | 0.03% | 0.0% |
| Q2 2023 | $1,450,780 | -5.7% | 28,888 | -4.9% | 0.03% | -13.3% |
| Q1 2023 | $1,538,900 | +2.4% | 30,377 | +0.1% | 0.03% | -3.2% |
| Q4 2022 | $1,502,548 | -49.1% | 30,361 | -50.5% | 0.03% | -50.8% |
| Q3 2022 | $2,952,000 | -26.7% | 61,331 | -24.0% | 0.06% | -22.2% |
| Q2 2022 | $4,026,000 | -11.2% | 80,654 | -8.3% | 0.08% | +9.5% |
| Q1 2022 | $4,533,000 | +3.0% | 87,933 | +9.7% | 0.07% | +10.4% |
| Q4 2021 | $4,402,000 | +21.6% | 80,170 | +21.3% | 0.07% | +19.6% |
| Q3 2021 | $3,621,000 | -16.5% | 66,111 | -15.7% | 0.06% | -13.8% |
| Q2 2021 | $4,336,000 | +24.7% | 78,411 | +23.2% | 0.06% | +14.0% |
| Q1 2021 | $3,478,000 | +18.4% | 63,661 | +19.6% | 0.06% | +7.5% |
| Q4 2020 | $2,938,000 | +17.0% | 53,239 | +15.4% | 0.05% | +8.2% |
| Q3 2020 | $2,512,000 | -33.5% | 46,134 | -33.8% | 0.05% | -39.5% |
| Q2 2020 | $3,775,000 | +1.8% | 69,734 | -0.5% | 0.08% | -18.2% |
| Q1 2020 | $3,709,000 | +2.4% | 70,106 | +3.6% | 0.10% | +30.3% |
| Q4 2019 | $3,623,000 | -2.7% | 67,675 | -2.5% | 0.08% | -7.3% |
| Q3 2019 | $3,722,000 | +6.1% | 69,410 | +5.0% | 0.08% | +3.8% |
| Q2 2019 | $3,507,000 | +14.7% | 66,090 | +12.7% | 0.08% | +8.2% |
| Q1 2019 | $3,057,000 | +126.8% | 58,626 | +122.1% | 0.07% | +92.1% |
| Q4 2018 | $1,348,000 | – | 26,399 | – | 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% |