Q3 2021 13F Holders as of 9/30/2021
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Type / Class
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Equity / MUTUAL
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Number of holders
-
6
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Total 13F shares, excl. options
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3.15M
-
Shares change
-
+2.19M
-
Total reported value, excl. options
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$35.4M
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Value change
-
+$24.6M
-
Number of buys
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2
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Number of sells
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-2
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Price
-
$11.19
Significant Holders of VANGUARD CALIF TAX FR - MUTUAL as of Q3 2021
7 filings reported holding 922907886 - VANGUARD CALIF TAX FR - MUTUAL as of Q3 2021.
VANGUARD CALIF TAX FR - MUTUAL has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.15M shares
.
Largest 7 shareholders include Syntal Capital Partners, LLC (2.22M shares), MOTCO (570K shares), ENCOMPASS WEALTH ADVISORS, LLC (256K shares), Ancora Advisors, LLC (66.1K shares), GOFEN & GLOSSBERG LLC /IL/ (35.5K shares), Almanack Investment Partners, LLC. (10.1K shares), and EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (0 shares).
This table shows the top 6 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.