VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $741,880 | +3.0% | 15,424 | +7.6% | 0.44% | +5.5% |
Q2 2023 | $720,052 | -7.3% | 14,338 | -6.5% | 0.42% | -16.7% |
Q1 2023 | $776,968 | +8.5% | 15,337 | +5.9% | 0.50% | -1.8% |
Q4 2022 | $716,423 | +10.2% | 14,476 | +7.2% | 0.51% | +7.5% |
Q3 2022 | $650,000 | +2.0% | 13,501 | +5.9% | 0.48% | +7.2% |
Q2 2022 | $637,000 | -39.1% | 12,753 | -37.2% | 0.44% | -21.2% |
Q1 2022 | $1,046,000 | -59.9% | 20,300 | -57.2% | 0.56% | -52.3% |
Q4 2021 | $2,606,000 | -2.8% | 47,453 | -3.1% | 1.18% | -11.6% |
Q3 2021 | $2,680,000 | -0.9% | 48,977 | +0.2% | 1.34% | +0.6% |
Q2 2021 | $2,704,000 | +22.5% | 48,902 | +21.0% | 1.33% | +8.9% |
Q1 2021 | $2,208,000 | +76.1% | 40,409 | +77.9% | 1.22% | +68.0% |
Q4 2020 | $1,254,000 | +13.9% | 22,715 | +12.4% | 0.73% | -7.1% |
Q3 2020 | $1,101,000 | +77.3% | 20,218 | +76.3% | 0.78% | +51.9% |
Q2 2020 | $621,000 | +62.6% | 11,466 | +58.8% | 0.52% | +14.9% |
Q1 2020 | $382,000 | – | 7,219 | – | 0.45% | – |
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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% |