VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 310 filers reported holding VANGUARD MUN BD FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,750 | -16.9% | 11,699 | -13.3% | 0.00% | – |
| Q2 2023 | $677,541 | +70.9% | 13,491 | +72.4% | 0.00% | – |
| Q1 2023 | $396,477 | +81986.3% | 7,826 | -19.9% | 0.00% | – |
| Q4 2022 | $483 | -99.9% | 9,769 | -26.5% | 0.00% | – |
| Q3 2022 | $640,000 | +19.9% | 13,292 | +24.4% | 0.00% | – |
| Q2 2022 | $534,000 | -9.6% | 10,689 | -6.8% | 0.00% | – |
| Q1 2022 | $591,000 | -20.6% | 11,470 | -15.3% | 0.00% | – |
| Q4 2021 | $744,000 | +41.4% | 13,541 | +40.9% | 0.00% | – |
| Q3 2021 | $526,000 | -1.7% | 9,608 | -0.7% | 0.00% | – |
| Q2 2021 | $535,000 | -7.9% | 9,676 | -9.0% | 0.00% | – |
| Q1 2021 | $581,000 | -78.1% | 10,632 | -77.9% | 0.00% | -100.0% |
| Q4 2020 | $2,657,000 | +458.2% | 48,138 | +450.6% | 0.00% | – |
| Q3 2020 | $476,000 | -13.3% | 8,743 | -13.8% | 0.00% | -100.0% |
| Q2 2020 | $549,000 | +29.5% | 10,145 | +26.6% | 0.00% | 0.0% |
| Q1 2020 | $424,000 | -1.6% | 8,013 | -0.6% | 0.00% | – |
| Q4 2019 | $431,000 | -16.3% | 8,058 | -16.1% | 0.00% | -100.0% |
| Q3 2019 | $515,000 | +5.1% | 9,599 | +4.0% | 0.00% | 0.0% |
| Q2 2019 | $490,000 | -32.6% | 9,232 | -34.5% | 0.00% | – |
| Q1 2019 | $727,000 | +74.3% | 14,105 | +72.8% | 0.00% | -100.0% |
| Q4 2018 | $417,000 | – | 8,164 | – | 0.00% | – |
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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% |