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 | $322,767 | -1.9% | 6,710 | +2.5% | 0.01% | +8.3% |
| Q2 2023 | $328,905 | +8.5% | 6,549 | +9.4% | 0.01% | +9.1% |
| Q1 2023 | $303,251 | +1.7% | 5,986 | -0.7% | 0.01% | -8.3% |
| Q4 2022 | $298,227 | -60.9% | 6,026 | -61.9% | 0.01% | -64.7% |
| Q3 2022 | $762,000 | -3.3% | 15,830 | +0.3% | 0.03% | +3.0% |
| Q2 2022 | $788,000 | +228.3% | 15,779 | +261.6% | 0.03% | +312.5% |
| Q4 2021 | $240,000 | +0.4% | 4,364 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $239,000 | -25.5% | 4,364 | -24.7% | 0.01% | -35.7% |
| Q2 2021 | $321,000 | +83.4% | 5,797 | +75.3% | 0.01% | 0.0% |
| Q1 2020 | $175,000 | -1.1% | 3,307 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $177,000 | 0.0% | 3,307 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $177,000 | +0.6% | 3,307 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $176,000 | +2.3% | 3,307 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $172,000 | – | 3,307 | – | 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% |