Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / TAX EXEMPT BD FD
-
Total 13F shares
-
185,270
-
Share change
-
+84,605
-
Total reported value
-
$18,447,239
-
Price per share
-
$99.40
-
Number of holders
-
26
-
Value change
-
+$8,407,991
-
Number of buys
-
21
-
Number of sells
-
4
Institutional Holders of VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD (VTEC) as of Q2 2024
As of 30 Jun 2024,
VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD (VTEC) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
185,270 shares.
The largest 10 holders included
Wedmont Private Capital, OLD MISSION CAPITAL LLC, FLC Capital Advisors, FINANCIAL MANAGEMENT NETWORK INC, JANE STREET GROUP, LLC, Values Added Financial LLC, Joel Isaacson & Co., LLC, Opes Wealth Management LLC, Beacon Pointe Advisors, LLC, and Royal Bank of Canada.
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2024 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.