VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 569 filers reported holding VANGUARD MUN BD FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,461,035 | -4.2% | 71,955 | 0.0% | 0.40% | +1.8% |
Q2 2023 | $3,613,580 | -0.9% | 71,955 | 0.0% | 0.39% | -10.5% |
Q1 2023 | $3,645,240 | +0.3% | 71,955 | -2.0% | 0.44% | -8.7% |
Q4 2022 | $3,635,288 | -20.1% | 73,455 | -22.2% | 0.48% | -21.9% |
Q3 2022 | $4,547,000 | -3.6% | 94,455 | 0.0% | 0.62% | +0.8% |
Q2 2022 | $4,715,000 | -20.5% | 94,455 | -12.5% | 0.61% | +14.0% |
Q1 2022 | $5,928,000 | 0.0% | 107,955 | 0.0% | 0.54% | 0.0% |
Q4 2021 | $5,928,000 | -1.3% | 107,955 | -1.6% | 0.54% | -6.1% |
Q3 2021 | $6,006,000 | +3.3% | 109,655 | +4.3% | 0.57% | +3.2% |
Q2 2021 | $5,815,000 | +9.5% | 105,155 | +8.2% | 0.55% | +1.3% |
Q1 2021 | $5,309,000 | -1.0% | 97,155 | 0.0% | 0.55% | -2.3% |
Q4 2020 | $5,362,000 | +1.4% | 97,155 | 0.0% | 0.56% | -13.2% |
Q3 2020 | $5,289,000 | +0.6% | 97,155 | 0.0% | 0.64% | -5.0% |
Q2 2020 | $5,260,000 | +4.5% | 97,155 | +2.1% | 0.68% | -16.0% |
Q1 2020 | $5,034,000 | -1.2% | 95,155 | 0.0% | 0.81% | +17.8% |
Q4 2019 | $5,095,000 | +2.0% | 95,155 | +2.1% | 0.69% | -6.9% |
Q3 2019 | $4,995,000 | +38.4% | 93,155 | +37.0% | 0.74% | +38.8% |
Q2 2019 | $3,609,000 | +4.9% | 68,000 | +3.0% | 0.53% | -3.6% |
Q1 2019 | $3,442,000 | +11.1% | 66,000 | +8.7% | 0.55% | -0.4% |
Q4 2018 | $3,099,000 | +15.3% | 60,700 | +14.1% | 0.55% | +36.9% |
Q3 2018 | $2,687,000 | -0.9% | 53,200 | 0.0% | 0.40% | -5.4% |
Q2 2018 | $2,712,000 | +5.2% | 53,200 | +4.9% | 0.43% | +6.0% |
Q1 2018 | $2,577,000 | -1.6% | 50,700 | 0.0% | 0.40% | -3.1% |
Q4 2017 | $2,620,000 | +0.0% | 50,700 | 0.0% | 0.42% | -5.5% |
Q3 2017 | $2,619,000 | +0.1% | 50,700 | -0.6% | 0.44% | -2.4% |
Q2 2017 | $2,617,000 | +5.5% | 51,000 | +4.1% | 0.45% | +2.7% |
Q1 2017 | $2,481,000 | -3.6% | 49,000 | -4.3% | 0.44% | -9.7% |
Q4 2016 | $2,573,000 | +6.7% | 51,200 | +10.8% | 0.49% | +5.7% |
Q3 2016 | $2,412,000 | -0.9% | 46,200 | 0.0% | 0.46% | -0.9% |
Q2 2016 | $2,435,000 | +23.9% | 46,200 | +20.9% | 0.46% | +24.1% |
Q1 2016 | $1,965,000 | +100.7% | 38,200 | +99.0% | 0.37% | +95.8% |
Q4 2015 | $979,000 | – | 19,200 | – | 0.19% | – |
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% |