Q4 2021 13F Holders as of 12/31/2021
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Type / Class
-
Equity / MFB
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
244K
-
Shares change
-
-225K
-
Total reported value, excl. options
-
$2.98M
-
Value change
-
-$2.74M
-
Number of buys
-
2
-
Number of sells
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-2
-
Price
-
$12.20
Significant Holders of VANGUARD CA INTERM-TERM - MFB as of Q4 2021
4 filings reported holding 922021407 - VANGUARD CA INTERM-TERM - MFB as of Q4 2021.
VANGUARD CA INTERM-TERM - MFB has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 244K shares
.
Largest 4 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (224K shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (10.6K shares), Westside Investment Management, Inc. (9.79K shares), and L & S Advisors Inc (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.