Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / BOND
-
Total 13F shares
-
465,240
-
Share change
-
-45,710
-
Total reported value
-
$125,649,000
-
Price per share
-
$12.31
-
Number of holders
-
4
-
Value change
-
+$109,190,334
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of VANGUARD CA INTERM-TERM TAX-EXEMPT ADM - BOND as of Q2 2021
As of 30 Jun 2021,
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM - BOND was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
465,240 shares.
The largest 4 holders included
ENCOMPASS WEALTH ADVISORS, LLC, L & S Advisors Inc, TOCQUEVILLE ASSET MANAGEMENT L.P., and Westside Investment Management, Inc..
This page lists
4
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| 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.