Rockwood Wealth Management, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 1,047 filers reported holding VANGUARD MUN BD FDS in Q4 2023. The put-call ratio across all filers is 3.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Rockwood Wealth Management, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q2 2024$32,132,241
+9.5%
641,234
+10.5%
3.91%
+3.2%
Q1 2024$29,351,465
+16.4%
580,068
+17.4%
3.79%
+2.6%
Q4 2023$25,223,667
-7.5%
494,097
-12.9%
3.69%
-19.3%
Q3 2023$27,270,686
+5.1%
566,958
+9.7%
4.58%
+2.8%
Q2 2023$25,948,234
+15.6%
516,691
+16.6%
4.45%
+0.5%
Q1 2023$22,446,737
+26.4%
443,086
+23.4%
4.43%
+6.9%
Q4 2022$17,763,038
+27.3%
358,922
+23.8%
4.15%
-7.0%
Q3 2022$13,951,646
+3519.3%
289,814
+3653.1%
4.46%
+2363.5%
Q2 2022$385,483
-8.1%
7,722
-5.1%
0.18%
-10.0%
Q1 2022$419,5668,1390.20%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,399,036$76,443,00018.57%
Leonard Rickey Investment Advisors P.L.L.C. 576,771$31,515,00012.64%
SCS Capital Management LLC 10,437,302$570,294,00010.81%
Wealthfront Advisers LLC 27,866,400$1,522,620,0008.15%
Quaker Wealth Management, LLC 296,215$16,185,0007.50%
Compass Ion Advisors, LLC 288,023$15,738,0006.48%
First Ascent Asset Management, LLC 314,355$17,176,0006.23%
RIVERSEDGE ADVISORS, LLC 264,714$14,464,0006.19%
Private Ocean, LLC 531,006$29,014,0005.15%
RWA WEALTH PARTNERS, LLC 1,138,673$62,217,0005.02%
View complete list of VANGUARD MUN BD FDS shareholders