VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 609 filers reported holding VANGUARD MUN BD FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,785 | -17.1% | 613 | -16.4% | 0.00% | 0.0% |
| Q1 2023 | $37,134 | -38.4% | 733 | -39.9% | 0.00% | -66.7% |
| Q4 2022 | $60,328 | +115.5% | 1,219 | +107.3% | 0.00% | +200.0% |
| Q3 2022 | $28,000 | -3.4% | 588 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -76.4% | 588 | -75.3% | 0.00% | -80.0% |
| Q1 2022 | $123,000 | -11.5% | 2,378 | -6.4% | 0.01% | 0.0% |
| Q4 2021 | $139,000 | +7.8% | 2,540 | +7.6% | 0.01% | -28.6% |
| Q3 2021 | $129,000 | +35.8% | 2,360 | +36.8% | 0.01% | +40.0% |
| Q2 2021 | $95,000 | +21.8% | 1,725 | +20.2% | 0.01% | 0.0% |
| Q1 2021 | $78,000 | +34.5% | 1,435 | +36.7% | 0.01% | +25.0% |
| Q4 2020 | $58,000 | – | 1,050 | – | 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% |