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 | $3,312,743 | -1.3% | 68,872 | +3.0% | 0.44% | +2.8% |
Q2 2023 | $3,356,454 | +9.2% | 66,835 | +10.2% | 0.43% | -2.3% |
Q1 2023 | $3,072,478 | +9.6% | 60,649 | +10.0% | 0.44% | +8.1% |
Q4 2022 | $2,804,284 | +863.7% | 55,159 | +937.4% | 0.41% | +1002.7% |
Q3 2021 | $291,000 | -78.6% | 5,317 | -78.6% | 0.04% | -80.7% |
Q1 2021 | $1,360,000 | -6.7% | 24,891 | -5.8% | 0.19% | -16.9% |
Q4 2020 | $1,458,000 | – | 26,419 | – | 0.23% | – |
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% |