VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 451 filers reported holding VANGUARD MUN BD FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,364,160 | +4.3% | 132,311 | +8.9% | 0.00% | +33.3% |
| Q2 2023 | $6,103,086 | +17.3% | 121,527 | +18.3% | 0.00% | 0.0% |
| Q1 2023 | $5,204,757 | -41.5% | 102,739 | -42.8% | 0.00% | -40.0% |
| Q4 2022 | $8,890,829 | +17.8% | 179,649 | +14.6% | 0.01% | 0.0% |
| Q3 2022 | $7,548,000 | -2.4% | 156,806 | +1.2% | 0.01% | +25.0% |
| Q2 2022 | $7,732,000 | -9.6% | 154,903 | -6.6% | 0.00% | 0.0% |
| Q1 2022 | $8,553,000 | +243.9% | 165,910 | +266.3% | 0.00% | +300.0% |
| Q4 2021 | $2,487,000 | -11.7% | 45,295 | -11.9% | 0.00% | 0.0% |
| Q3 2021 | $2,817,000 | +35.4% | 51,441 | +36.7% | 0.00% | 0.0% |
| Q2 2021 | $2,080,000 | +1.7% | 37,632 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $2,046,000 | +395.4% | 37,446 | +400.6% | 0.00% | – |
| Q4 2020 | $413,000 | -47.5% | 7,480 | -48.2% | 0.00% | -100.0% |
| Q3 2020 | $787,000 | +5953.8% | 14,448 | +5945.2% | 0.00% | – |
| Q2 2020 | $13,000 | -64.9% | 239 | -65.9% | 0.00% | – |
| Q1 2020 | $37,000 | -90.7% | 700 | -90.6% | 0.00% | – |
| Q4 2019 | $399,000 | +17.4% | 7,470 | +17.8% | 0.00% | – |
| Q3 2019 | $340,000 | +85.8% | 6,341 | +80.4% | 0.00% | – |
| Q1 2019 | $183,000 | – | 3,514 | – | 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% |