VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 716 filers reported holding VANGUARD MUN BD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,947,081 | -40.1% | 186,010 | -37.4% | 0.14% | -36.6% |
| Q2 2023 | $14,925,082 | -19.9% | 297,194 | -19.2% | 0.23% | -23.8% |
| Q1 2023 | $18,634,522 | +60439.0% | 367,835 | -40.9% | 0.30% | -38.8% |
| Q4 2022 | $30,781 | -14.5% | 621,954 | +82827.2% | 0.49% | +48600.0% |
| Q3 2022 | $36,000 | -51.4% | 750 | -49.6% | 0.00% | 0.0% |
| Q2 2022 | $74,000 | -7.5% | 1,487 | -3.6% | 0.00% | 0.0% |
| Q1 2022 | $80,000 | -5.9% | 1,542 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $85,000 | – | 1,542 | – | 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% |