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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 140k 50.07
2025-06-30 $6.2M 126k 49.03

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Rochester Wealth Strategies

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Creative Planning
Charles Schwab Investment Management
Morgan Stanley
Wealthfront Advisers
Raymond James Financial
FMR
Northern Trust
Tiaa Trust, National Association
Sei Investments
Wells Fargo & Company
Mercer Global Advisors
LPL Financial
Wellington Management Company

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd