VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,292,110 | -3.9% | 47,653 | +0.4% | 0.01% | 0.0% |
Q2 2023 | $2,384,157 | +53.8% | 47,474 | +55.1% | 0.01% | +50.0% |
Q1 2023 | $1,550,519 | -37.3% | 30,606 | -38.7% | 0.01% | -45.5% |
Q4 2022 | $2,471,704 | +73.1% | 49,943 | +68.4% | 0.01% | +57.1% |
Q3 2022 | $1,428,000 | -63.0% | 29,659 | -61.6% | 0.01% | -58.8% |
Q2 2022 | $3,856,000 | +95.6% | 77,234 | +102.0% | 0.02% | +142.9% |
Q1 2022 | $1,971,000 | -6.9% | 38,238 | -0.9% | 0.01% | 0.0% |
Q4 2021 | $2,118,000 | +0.6% | 38,578 | +0.4% | 0.01% | 0.0% |
Q3 2021 | $2,105,000 | -14.8% | 38,429 | -14.0% | 0.01% | -22.2% |
Q2 2021 | $2,471,000 | +18.6% | 44,686 | +17.2% | 0.01% | +12.5% |
Q1 2021 | $2,083,000 | +32.1% | 38,120 | +33.4% | 0.01% | +33.3% |
Q4 2020 | $1,577,000 | +9.4% | 28,578 | +7.9% | 0.01% | 0.0% |
Q3 2020 | $1,442,000 | +41.1% | 26,482 | +40.3% | 0.01% | +20.0% |
Q2 2020 | $1,022,000 | +176.2% | 18,876 | +170.1% | 0.01% | +150.0% |
Q1 2020 | $370,000 | +17.8% | 6,988 | +19.0% | 0.00% | 0.0% |
Q4 2019 | $314,000 | +31.4% | 5,874 | +32.1% | 0.00% | +100.0% |
Q3 2019 | $239,000 | +1.3% | 4,448 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $236,000 | -9.9% | 4,448 | -11.6% | 0.00% | -50.0% |
Q1 2019 | $262,000 | – | 5,029 | – | 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% |