VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $314,866 | -45.0% | 6,362 | -42.7% | 0.12% | -28.2% |
| Q1 2022 | $572,000 | +45.5% | 11,106 | +55.1% | 0.17% | +61.9% |
| Q4 2021 | $393,000 | +1.0% | 7,160 | +0.7% | 0.10% | +23.5% |
| Q3 2021 | $389,000 | -1.0% | 7,107 | +0.0% | 0.08% | +13.3% |
| Q2 2021 | $393,000 | +15.9% | 7,105 | +14.5% | 0.08% | +13.6% |
| Q1 2021 | $339,000 | +9.4% | 6,203 | +10.5% | 0.07% | +20.0% |
| Q4 2020 | $310,000 | +1.3% | 5,612 | 0.0% | 0.06% | -12.7% |
| Q3 2020 | $306,000 | +0.7% | 5,612 | 0.0% | 0.06% | -4.5% |
| Q2 2020 | $304,000 | +27.7% | 5,612 | +24.8% | 0.07% | +11.9% |
| Q1 2020 | $238,000 | – | 4,498 | – | 0.06% | – |
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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% |