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 | $109,665,130 | -1.8% | 2,279,940 | +2.5% | 0.18% | +1.1% |
| Q2 2023 | $111,671,451 | +1.5% | 2,223,645 | +2.4% | 0.18% | -1.7% |
| Q1 2023 | $110,030,227 | +1.6% | 2,171,935 | -0.7% | 0.18% | -3.7% |
| Q4 2022 | $108,274,840 | +10.9% | 2,187,814 | +7.9% | 0.19% | +5.0% |
| Q3 2022 | $97,618,000 | +4.5% | 2,027,782 | +8.3% | 0.18% | +12.6% |
| Q2 2022 | $93,421,000 | +13.4% | 1,872,209 | +17.1% | 0.16% | +29.3% |
| Q1 2022 | $82,394,000 | +24.4% | 1,598,331 | +32.5% | 0.12% | +30.9% |
| Q4 2021 | $66,220,000 | +6.8% | 1,205,980 | +6.6% | 0.09% | +2.2% |
| Q3 2021 | $61,977,000 | +9.3% | 1,131,582 | +10.3% | 0.09% | +5.7% |
| Q2 2021 | $56,724,000 | +1.9% | 1,025,750 | +0.7% | 0.09% | -5.4% |
| Q1 2021 | $55,662,000 | +12.0% | 1,018,708 | +13.1% | 0.09% | +1.1% |
| Q4 2020 | $49,697,000 | +31.7% | 900,468 | +29.9% | 0.09% | +16.7% |
| Q3 2020 | $37,735,000 | +11.9% | 693,149 | +11.3% | 0.08% | +5.4% |
| Q2 2020 | $33,722,000 | +5.1% | 622,869 | +2.7% | 0.07% | -3.9% |
| Q1 2020 | $32,093,000 | +10.2% | 606,671 | +11.5% | 0.08% | +32.8% |
| Q4 2019 | $29,134,000 | +17.4% | 544,155 | +17.5% | 0.06% | +5.5% |
| Q3 2019 | $24,822,000 | +6.0% | 462,931 | +5.0% | 0.06% | +3.8% |
| Q2 2019 | $23,408,000 | +6.7% | 441,082 | +4.9% | 0.05% | +6.0% |
| Q1 2019 | $21,933,000 | +5.7% | 420,575 | +3.4% | 0.05% | -3.8% |
| Q4 2018 | $20,756,000 | – | 406,574 | – | 0.05% | – |
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% |