VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 627 filers reported holding VANGUARD MUN BD FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,400,840 | +1.5% | 2,669,456 | +6.0% | 3.59% | +1.3% |
| Q2 2023 | $126,494,996 | +6.6% | 2,518,817 | +7.6% | 3.55% | +1.3% |
| Q1 2023 | $118,632,251 | +70.1% | 2,341,734 | +66.2% | 3.50% | +34.9% |
| Q4 2022 | $69,741,809 | +14.7% | 1,409,210 | +15.7% | 2.60% | +2.7% |
| Q2 2022 | $60,828,000 | -2.9% | 1,218,505 | +0.3% | 2.53% | +13.0% |
| Q1 2022 | $62,647,000 | -2.2% | 1,215,257 | +4.2% | 2.24% | -4.2% |
| Q4 2021 | $64,031,000 | +3.2% | 1,166,113 | +3.0% | 2.34% | -3.9% |
| Q3 2021 | $62,035,000 | +10.2% | 1,132,645 | +11.2% | 2.43% | +5.3% |
| Q2 2021 | $56,302,000 | -0.6% | 1,018,113 | -1.8% | 2.31% | -13.8% |
| Q1 2021 | $56,626,000 | +50.1% | 1,036,342 | +51.7% | 2.68% | +44.6% |
| Q4 2020 | $37,713,000 | +21.4% | 683,335 | +19.7% | 1.85% | +5.6% |
| Q3 2020 | $31,066,000 | +21.5% | 570,651 | +20.8% | 1.75% | +12.4% |
| Q2 2020 | $25,568,000 | – | 472,263 | – | 1.56% | – |
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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% |