VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,815,309 | -6.7% | 58,530 | -2.6% | 0.14% | -6.0% |
| Q2 2023 | $3,017,741 | +129.4% | 60,090 | +131.4% | 0.15% | +108.3% |
| Q1 2023 | $1,315,467 | +24.2% | 25,967 | +21.4% | 0.07% | +10.8% |
| Q4 2022 | $1,058,815 | -36.3% | 21,395 | -35.7% | 0.06% | -42.0% |
| Q3 2022 | $1,661,000 | 0.0% | 33,280 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $1,661,000 | -33.2% | 33,280 | -26.5% | 0.11% | -24.3% |
| Q4 2021 | $2,486,000 | -17.2% | 45,283 | -17.4% | 0.15% | +54.2% |
| Q3 2021 | $3,004,000 | +79.3% | 54,849 | +81.1% | 0.10% | +81.1% |
| Q2 2021 | $1,675,000 | +137.6% | 30,291 | +134.7% | 0.05% | +112.0% |
| Q1 2021 | $705,000 | – | 12,907 | – | 0.02% | – |
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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% |