VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $599,460 | -22.8% | 11,833 | -24.5% | 0.01% | -7.1% |
| Q4 2022 | $776,151 | -75.4% | 15,683 | -76.1% | 0.01% | -78.1% |
| Q3 2022 | $3,155,000 | +12.9% | 65,542 | +17.1% | 0.06% | +18.5% |
| Q2 2022 | $2,795,000 | +36.7% | 55,992 | +41.2% | 0.05% | +58.8% |
| Q1 2022 | $2,045,000 | -10.1% | 39,663 | -4.3% | 0.03% | -2.9% |
| Q4 2021 | $2,276,000 | +0.3% | 41,447 | 0.0% | 0.04% | -10.3% |
| Q3 2021 | $2,270,000 | -18.5% | 41,447 | -18.7% | 0.04% | -23.5% |
| Q1 2021 | $2,785,000 | -0.4% | 50,977 | +0.6% | 0.05% | -3.8% |
| Q4 2020 | $2,797,000 | -0.6% | 50,681 | -2.0% | 0.05% | -14.5% |
| Q3 2020 | $2,814,000 | +10.6% | 51,699 | +10.0% | 0.06% | +3.3% |
| Q2 2020 | $2,545,000 | +104.3% | 46,999 | +99.5% | 0.06% | +66.7% |
| Q1 2020 | $1,246,000 | – | 23,560 | – | 0.04% | – |
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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% |