Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / BOND
-
Total 13F shares
-
510,950
-
Share change
-
+326,210
-
Total reported value
-
$16,391,000
-
Price per share
-
$12.29
-
Number of holders
-
3
-
Value change
-
+$4,072,026
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of VANGUARD CA INTERM-TERM TAX-EXEMPT ADM - BOND as of Q1 2021
As of 31 Mar 2021 VANGUARD CA INTERM-TERM TAX-EXEMPT ADM - BOND had 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 510,950 shares of stock of the company.
Largest 3 holders included ENCOMPASS WEALTH ADVISORS, LLC, L & S Advisors Inc, and Westside Investment Management, Inc..
This table shows 3 institutional shareholders of the security as of 31 Mar 2021.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.