Rockbridge Investment Management, LCC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q4 2021$489,000
+0.2%
8,9010.0%0.07%
-11.1%
Q3 2021$488,000
-0.8%
8,9010.0%0.08%
-2.4%
Q2 2021$492,000
+1.2%
8,9010.0%0.08%
-9.8%
Q1 2021$486,000
-8.1%
8,901
-7.2%
0.09%
-14.8%
Q4 2020$529,000
+1.3%
9,5870.0%0.11%
-12.9%
Q3 2020$522,000
+0.6%
9,5870.0%0.12%
-8.1%
Q2 2020$519,0009,5870.14%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders